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Envestnet Plans $1B R&D Spend Over 5 Years
The company’s goals include improving its managed account infrastructure and increasing access to investing in alternatives.
Broadridge Acquires Retirement Plan Technology Provider iJoin
There are ‘strong synergies’ between iJoin's data services and Broadridge's retirement plan servicing capabilities, according to the announcement.
Why Flexible Working Arrangements Have Staying Power
A recent study found that corporate plan sponsors' top reasons for offering flexibility were work-life balance, talent attraction and retention.
‘Quiet’ August for 401(k) Trading, Per Alight
During August, 18 out of 21 trading days favored fixed-income funds, according to Alight Solutions.
Thrift Savings Plan Awaits Congressional Permission for Private Investments
The $895 billion of retirement assets in the nation’s largest defined contribution plan is off limits to private market investments—for now.
Risr Launches Tools for Advisers’ Succession Planning
The engagement platform’s Succession & Exit Planning tool aims to be ‘first of its kind’ for financial advisers.
Cerity Partners, Graypoint Announce Merger
Daniel Nolan, Graypoint’s president and CEO, will be a partner in and vice chairman of Cerity Partners.
DOL Will Replace Biden-Era Independent Contractor Rule
The agency has not been enforcing the 2024 rule and will consider a new one, using pre-2024 standards in the meantime.
Redefining Retirement Success: Case Studies on Guaranteed Lifetime Income
Discover the changing dynamics of retirement planning with a focus on "value creation" during the decumulation phase. Join us for an insightful webinar featuring Danielle Kelso, Senior Institutional...
Sponsored by Allianz
On Demand Industry Groups Press DOL for Firm Rules on Private Investments in DC Plans
Last month, President Donald Trump's executive order gave the Department of Labor six months to provide its regulatory agenda.
PE Ownership Expands Into Midsize, Small RIAs
Private equity firms now own nearly one-quarter of registered investment advisers’ assets under management, according to AdvizorPro.
Retirement Industry Deals and People Moves – 9/5/2025
Pirrello to join DCIIA as COO in 2026; Vanguard taps Natalie Lamarque as chief legal officer; Connecticut governor appoints TRA’s Livingston to advisory board.
UMB Healthcare Services Buys More Than 8,000 HSAs
The financial services company also acquired about $32.5 million in related deposits from Old National Bank.
Fidelity Retirement Accounts Surge Back to Record Highs in Q2
Robust savings and a market rebound pushed balances higher, with ‘401(k) millionaires’ reaching a new peak.
AARP Attorneys Join ERISA Lawsuit Against TIAA
Attorneys from the AARP Foundation are co-counsel in a lawsuit that claims TIAA invested plan participants’ retirement funds in a proprietary in-house fund.
Crane Joins Lincoln Financial to Lead Retirement Plan Services
After seven years at Ascensus, Jason Crane will oversee all strategy and execution for Lincoln’s Retirement Plan Services business.
DOL Agenda Commits to Replacing ESG, Fiduciary Rules
The U.S. Department of Labor released 150 regulatory proposals, including reversals of Biden-era Environmental, Social and Governance rules and the Retirement Security Rule.
NQDC Plans Remain Valuable Part of Executive Compensation
More than two-thirds of surveyed benefits decisionmakers said they used nonqualified deferred compensation plans to retain executives, according to NFP.
Northern Trust Asset Management Picks Co-CIO for President
Michael Hunstad, co-CIO of Northern Trust Asset Management, has succeeded Daniel Gamba as president.
Product & Service Launches 9/4/25
Janus Henderson releases charitable investment accounts; SEI launches multi-strategy alternative ETF; and Zocks, Orion offer AI integration to provide portfolio insights.