Search results for: chief 360
State Street, Annexus Retirement Solutions Release TDF With Retirement Income Annuity
Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.
Adviser Product Partnerships
RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox; and more.
In-Plan Annuity Offerings Gain Steam With Recordkeepers
Recordkeeper incorporation of in-plan retirement income annuities is poised to progress in ’23, according to industry players.
Retirement Industry People Moves
U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.
Adviser Product Partnerships
The Standard partners with Noyo to modernize the customer experience; Abel Noser Solutions and OWL ESG partner to offer ESG consensus ratings system; Quility announces launch of Quility...
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The short answer is that more financial services firms are looking at their wealth management divisions as drivers of growth; the long answer is a lot more complicated.
Advisers Giving Back: Independent Financial Group
David Fisher says IFG’s community has been good to him, his firm’s people and their families—so for him, an important part of being an adviser industry leader is...
Ready for PTE 2020-02 July 1 Enforcement?
The July 1 enforcement date for the Department of Labor’s new best-interest rollover documentation requirements has been widely publicized, but that doesn’t mean all advisers are ready.
Strong Cybersecurity Policies Must Be a Firm Priority
From reputational damage to the downstream effect of more expensive fiduciary liability insurance, advisory firms have a lot to lose from lax cybersecurity practices.
Investment Product and Service Launches
Broadridge enhances fiduciary toolkit for advisers; GoalPath makes managed accounts available on iJoin; BlackRock announces option to include annuities in target-date strategies; and more.
Is Bond Fund Misclassification a Serious Problem?
PLANADVISER wades into the tricky and not uncontroversial topic of bond fund classification, or 'misclassification,' as it were.
Key DOL Prohibited Transaction Exemption Considerations
Everyone is initially eligible for the DOL’s new prohibited transaction exemption, though the regulator reserves the right to suspend eligibility for up to 10 years after certain violations.
Trends
Tracking Part-Timers’ Hours
How they count hours, implement cash-outs and find missing participants are some of the processes plan sponsors need to review for the SECURE Act’s new requirement.
Trends
Interest Rates’ ‘New Normal’
By bringing longer-run goals and strategy into alignment with changes in the economy, the Fed aims to strengthen support for economic recovery.
Advisers Expect Retirement Plan Coverage to Expand Due to SECURE Act
Leading defined contribution (DC) consultants also expect participants will increase their savings rates.
Cover Story
Investing Against COVID-19
The varying routes three fund managers take to fight the pandemic for investors.
Retirement Industry People Moves
FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.
Investment-Oriented
The Risks of DC Investing
Some risks are ‘participant experienced’ and some ‘participant controlled.'
Cover Story
Pooled Strength
PEPs should be a boon to small employers—how advisers, too, can gain from these plans.