Search results for: divis lab

One-quarter of defined contribution plan advisers are now likely to recommend alternative investments within defined contribution plan lineups, according to a report from Escalent.

The 64-page bill proposes a new certification exam for ‘accredited investors’ and would allow 403(b) plans to invest in the same products as 401(k) plans.

The U.S. government shutdown delayed the official approval, but now Dimensional can manage both exchange-traded fund classes and mutual fund classes within the same fund structure.

Venable adds Jennifer Campbell to private wealth planning group; Lincoln Financial appoints John Morriss as EVP, CIO; FSI names Andrew Hartnett VP of regulatory affairs and deputy general...

Women are expected to inherit $30 trillion in wealth from Baby Boomers by 2030, but they remain underserved by financial advisers.

Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients.

Amicus briefs and guidance for incorporating private investments into defined contribution plans are likely top priorities for the Employee Benefits Security Administration.

Mutual of America and Morningstar collaborate on managed IRAs; Lincoln Financial debuts new index-linked annuity; Man Group launches first standalone ETFs; and more.

Private funds and advisers now have until October 2026 before they must provide enhanced confidential disclosures about portfolio investments and risks.

The disparity comes from a lack of access to plans, guidance and education, according to Escalent’s Cogent Syndicated.

SEIA acquires Select Money Management; Creative Planning acquires Grassi Investment Management; Modern Wealth acquires PSF/Galloway; and more.

As cost pressures ease, sponsors are prioritizing data security and embracing artificial intelligence to personalize and future-proof the 401(k) experience.

Pacific Life hires Christine Bass to lead DCLI team; Michael Ferraro joins AllianceBernstein; EOX appoints Lisa Gomez to Board of Directors; and more.

Securities and Exchange Commission veteran Valerie Szczepanik was named its chief artificial intelligence officer to lead the agency-wide effort.

A congressional bill introduced last week would allow financial regulatory agencies to experiment with artificial intelligence without the ‘expectation of enforcement actions.’

Voya Investment Management expands distribution and wealth solutions sales teams; ISC Group welcomes Poplarski as senior vice president of retirement services; ERISA attorney David Kaleda joins Eversheds Sutherland;...

Vestwell announces multilingual savings platform; Nationwide to sell Midland National commission-free indexed annuity; State Street Investment Management and Xtracker launch ETFs.

Filing after the Department of Labor’s amicus brief in a similar case, Illinois plaintiffs allege that the grocery company violated its fiduciary duty by ‘failing to promptly exhaust...

Franklin Templeton adds managed option strategies to custom indexing platform; AllianceBernstein includes Pacific Life on multi-insurer platform; Principal transitions administrative responsibilities to FuturePlan; Crossmark, GlobalX, Invesco, Janus Henderson...