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John Hancock Retirement selects head of strategic partnerships; Merit Financial Advisers recruits from CAPTRUST; Ninety One appoints director of consultant relations; Pacific Life announces PRT head and more.

According to experts at T. Rowe Price, plan sponsors should anticipate policy updates and possible litigation reforms in 2025.

Ares is seeking to capture demand for retirement solutions through its insurer, Aspida Holdings Ltd.

Lincoln Financial names an industry veteran as VP of investment distribution and new hires to its retirement plan services team; The Standard names PEP sales director for retirement...

The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a workplace financial plan offering.

Franklin creates division, gives new roles to retirement leads; Borzi, Iwry, Kasiarz win EBRI’s lifetime achievement award; Beacon Pointe names retirement plan consultant; and more.

Paul Atkins, a digital assets advocate, has been designated the nominee to replace the outgoing Gary Gensler.

The 11 states, led by Texas, allege the asset managers have been undercutting coal companies and driving up electricity prices.

Insurance industry groups are championing the move, because the state insurance regulations are one of the arguments against bringing retail annuity sales under ERISA.

Outgoing SEC Chair Gary Gensler oversaw the highest fines figures for the regulator in 2024, though total enforcement actions were down 26%.

The adviser solutions program started in Q3; meanwhile, the firm’s asset management arm will release its first passive TDF in 2025.

Recordkeepers on a PLANADVISER 360 panel said relationships work best when advisers know their growth strategy and needs.

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.

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.

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.

Prominent plan adviser Jania Stout has left OneDigital to head Prime Capital’s retirement plan practice and financial wellness divisions.

An M&A trends report from Marshberry shows slowing, yet still robust, dealmaking for retirement plan advisories, as scaled and multi-service providers dominate the market.

In an additional sign of further retirement, benefits and wealth consolidation, Alera Group acquired Berkshire Fairfield Insurance Agency and Scarafoni Financial Group.

Wayne Park, CEO of John Hancock Retirement, discusses ways the retirement industry can help workers be better prepared for retirement.