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Emerging Horizons: The Why Behind Convergence of Wealth & Retirement — What it Means for your Business
PLANADVISER National Conference 2023 | The convergence between wealth management and retirement consulting firms has continued to accelerate, and large wealth acquirers are joining the fray. Using the...
PLANADVISER National Conference 2023: Social Media Workshop
PLANADVISER National Conference 2023 | Learn how to build or enhance your presence on social media. Practical solutions for brand-building, targeting audiences and engaging connections will be explored....
Creating High-Impact Video Content
PLANADVISER National Conference 2023 | Learn how to use video to market yourself as an expert source of knowledge and deepen your connections with clients. Jodi Daley, Founder,...
Telling Your Story
PLANADVISER National Conference 2023 | Learn how to build your narrative and market yourself in today’s competitive retirement plan advisory marketplace with Rebecca Hourihan, Founder and CMO 401(k)...
People Savvy: Betsy Allen-Manning
PLANADVISER National Conference 2023 | Betsy Allen-Manning, a renowned leadership speaker and corporate culture expert for fast-growing companies, breaks down personality styles so you can work better with...
Fireside Chat: The Psychology of Financial Planning
PLANADVISER National Conference 2023 | Gain insights from psychology and cognitive biases that explain why investors can become their own worst enemies. Hear how understanding behavior can be...
Retirement Industry People Moves – 10/13/23
Vestwell names Rettig to board of directors; Star Mountain Capital adds DeAngelis as senior adviser; Club Vita appoints Gleed as head of U.S. business development.
How to Stay Safe From Evolving Cybersecurity Threats
Experts discussed the SEC’s new cybersecurity rules and the importance of having an action plan at PLANADVISER’s Cybersecurity livestream.
SEC Exam Priorities Require Advisers to Account for Client-Specific Needs in Recommendations
The regulator also listed expensive, complicated and illiquid investment recommendations as coming under increased scrutiny in 2024.
Advisory M&A News – 10/16/23
MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.
Personalizing DC Investing Grows Thanks to Data, Coordination, Panelists Say
Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to LeafHouse Financial conference panelists.
Does Anyone Support the Predictive Analytics Rule?
Nobody in the investment advice industry seems to, and few and far between appear to elsewhere.
Voya Focusing on PEPs, MEPs With Advisers, Says Top Exec
The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B in assets in its pooled plans.
The PLANADVISER Interview: Kourtney Gibson, Chief Institutional Client Officer, TIAA
The head of the firm’s retirement solutions group talks guaranteed income, the savings gap and treating consultants and advisers as clients.
Investment Product & Service Launches – 10/12/23
PGIM enhances target-date funds; Pantheon announces new private credit secondaries fund; Morgan Stanley at Work launches charitable giving solution; and more.
How to Champion a Financial Wellness Plan
Experts recommend implementing metrics for success and maintaining regular outreach.
Marsh McLennan Promotes New President of Mercer Division as CEO Prepares Departure
Pat Tomlinson was promoted to president of the company’s HR consulting arm, with Martine Ferland preparing to step down in March 2024.
Social Security COLA Announced as 3.2% for 2024
Monthly Social Security checks will increase about $59, a lower increase than in recent years but still larger than the 20-year average.
Employee Benefit Programs: Integrating Financial Wellness Milestones
The CEO of an employee benefits technology firm shares key milestones to best engage participants.
Experts: Good Demographic Data Key to Driving Plan Design
Going beyond foundational participant data is valuable in addressing employee needs and attitudes, according to a panel of retirement industry experts.