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AdvicePay names Suaickie CEO as Moore shifts to board; Plan Sponsor University brings on Kelleher as consultant; Ascensus names retirement sales regional VPs; and more.

Of the 18 retirement deals through the first half of 2023, 2 came from wealth advisories ‘dipping their toes’ in retirement waters, the consultancy notes.

Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced portfolio management.

Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.

BlackRock's annual survey of the retirement space also finds participants are interested in guaranteed income to help with retirement security.

Annual reports must include information on the issuer’s cybersecurity management and governance, and they must disclose material incidents within 4 business days.

Schwab will offer increased services in nonqualified deferred compensation and defined benefit plans, highlighting a push toward large retirement plan sponsors.

The head of Prudential’s retirement strategy division discusses the firm’s key focus areas for getting guaranteed income annuities into participants’ savings.

The in-plan retirement income marker coincides with another record quarter for retail annuities, according to a separate report from LIMRA.

Data also showed that having an adviser boosts a respondent’s financial confidence.

Insurance, retirement and wealth management aggregator’s hire of Bryan Hissong is part of strategic effort to build out retirement plan services.

Bradford Long, current chair of the firm's investment committee, will be replacing Matthew Rice as chief investment officer. 

Sequoia Financial adds $387M wealth manager; Pathstone adds Veritable to further focus on ultra-high-net-worth clients; and Savant Wealth buys combined accounting firm and wealth manager.

Advisers also turned to personalized options such as direct indexing to stand out for clients. 

High interest rates, inflation and uncertainty are depressing RIA dealmaking.

Advisers at the $210 billion RIA can place client assets on the Wall Street money manager’s investment platform.

The network started by Retirement Clearinghouse has many of the largest recordkeepers signed up to coordinate on retirement plan portability. Here’s how it works.

Among 11 total bills, one would require advisers to either abstain or vote the way their client or the issuer instructs them to.