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NFP and its Wealthspire Advisors division bring on a Virginia-based corporate retirement advisory, TPA and wealth manager. 

Republicans and Democrats are mostly speaking past each other on ESG, which could create regulatory risk and uncertainty going forward.

Retirement and wealth head discusses the firm’s IRALogix-backed offering to extend further into wealth management solutions for participants.

Renamed, Hub Heartland will be led by Valerie Bogdan-Powers, Horan’s former division president.

Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president and chief operating officer.

The parent of the Cetera Financial broker/dealer network adds $1.4B RIA; meanwhile, another PE-backed advisory, Mercer Advisors, gets new backing from Altas.

Morgan Stanley at Work study reveals retirement saving erosion, as retirement head Bunnell notes the ‘central role’ of retirement plan advisers in times of volatility.

The incentive is available for first-time savers making $60,000 or less.

Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.

President Joe Biden's Saturday signature avoided a June 5 default by the U.S. government. 

The retirement committee, recordkeeper Fidelity Investments and financial advice provider Edelman Financial Engines were accused of sacrificing fiduciary duty to pursue ‘leftist political agendas.’ 

NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP. 

The offering is geared toward businesses and state auto-IRA programs. 

The bill now moves to President Biden for signature ahead of the June 5 default date.

The recommended focus areas include emergency savings and defined benefit annual funding notices.

SECURE 2.0 laid out changes to IRS correction programs, but the May guidance clarifies how they will operate until the final version is set.

The wealth manager will now provide employers with a wellness platform that connects back to their wealth adviser services. 

Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and enhanced digital wallet; and more.

The House bill, passed Wednesday, would suspend the debt ceiling until 2025.

Omega, based in Fort Worth, is CAPTRUST’s second deal in Texas this year.