Search results for: divis lab

Probationary employees and the head of the agency’s division of employee ownership were recently terminated amid President Donald Trump’s efforts to reduce the federal workforce.

Alera Group expands its wealth management and retirement plan solutions; Berwyn Group launches a death audit solution; J.P. Morgan launches an active ETF; and more. 

The Standard names a regional vice president in retirement plans; Nationwide Retirement Solutions welcomes a consultant relations manager; Easterly Asset Management names an SVP of sales; Luma Financial...

Under the previous administration, the Department of Labor had filed notices of appeal in the fall of 2024 in two federal court rulings that stayed the implementation of...

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.