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The company saw growth across both its retirement plan and recently revamped wealth management divisions.

Pontera offers access to Envestnet’s BillFin solution; Axos Clearing, Envestnet partner to deliver managed account solutions; Jackson increases access to RILA product through distribution partnership with JPMorganChase; and...

Mike Durbin, who left Fidelity Institutional to become head of Cetera’s parent organization, will now take over, while Antoniades will remain on Cetera’s board.

The firm’s head of wealth distribution and client engagement says plan sponsor client migration would likely start in 2025 and play out into 2026.

A Trump administration and likely Republican-led Congress will create opportunities in many areas of retirement advisement, but they will also bring setbacks, according to ERISA pros.

In its annual report, the SEC auditor warned of litigation related to current and future rules; separately, the ASA called on SEC Chair Gensler to step down.

Retirement plan advisers weigh in on post-election market impacts, retirement strategies and the overall economic outlook.

The employer-sponsored retirement plan industry will be watching for shifts in policy and focus with the return of a Donald Trump-led Republican administration.

Meanwhile, private equity dominance continues, according to DeVoe & Co.

A federal judge called the plaintiff’s claims ‘impermissibly broad,’ but gave the plaintiff a chance to submit a revised complaint.

Maximum Benefit/Contribution Limits for 2020 through 2025, with a downloadable PDF of limits from 2015 to 2025.

EBRI found that more employees value retirement savings’ role in their financial security.

The union approval ends a seven-week strike and will see workers return November 12.

Scott Colangelo of Prime Capital Financial argues that a lack of transparency will hold back the promise of in-DC-plan retirement income investments.

Kestra Financical adds Wealth Empowerment Financial Strategies; Hightower completes strategic investment in Financial Planning and Information Services; and adviser team with $250 million joins Ameriprise Financial from LPL.

While retirement investing is for the long term, advisers agree it’s important to proactively discuss this week’s election with clients—even if to pivot to more perennial topics.

Katie Colon joins CAPTRUST in a financial adviser role from OneDigital; Jim Marx joins Alera Group from Edelman Financial Engines.

Jeb Bowlus of Great Gray Trust makes the case that CITs are well-regulated and confer retirement investor protections not present in their SEC-registered mutual fund counterparts.

Companies often miss the mark on diversity and inclusion when they treat it as a ‘checklist’ item, according to panelists at a diversity leadership summit.

Schroders expands US pensions team with Schechter as senior client director; Wagner Law Group adds Schloss; The Standard hires Mulquin as regional vice president; and more.