Search results for: divis lab
John Hancock Starts Five-Year Longevity Research Project With MIT
The retirement and insurance provider is dedicating millions in funding for a collaboration that will include a longevity preparedness index.
Behind Morgan Stanley’s Workplace Strategy
The firm’s head of institutional consulting solutions discusses the 'complete arc' of plan sponsor services Morgan Stanley is putting into the field.
2024 RPAY – Kim Cochrane, HUB International
Business at a Glance as of 12/31/23 Location: Rockville, Maryland How many plan assets do you have under advisement? $450M What is your median plan size (in assets)?...
2024 RPAY – Liz Aidoo, Francis LLC
Business at a Glance as of 12/31/23 Location: Brookfield, Wisconsin How many plan assets do you have under advisement? $13.5B What is your median plan size (in assets)?...
2024 RPAY – Megan Warzinski, HB Retirement
Business at a Glance as of 12/31/23 Location: Pittsburgh, Pennsylvania How many plan assets do you have under advisement? $3.5B What is your median plan size (in assets)?...
2024 RPAY – Kristi Baker, CSi Advisory Services, a division of HUB International
Business at a Glance as of 12/31/23 Location: Indianapolis, Indiana How many plan assets do you have under advisement? $899.7M What is your median plan size (in assets)?...
Stable Value Funds Amid High Interest Rates
Money markets may be attractive options in the short term, but stable value funds’ case may be poised to strengthen when rates finally come down.
Empower Finalizes Prudential Retirement Business Integration
Firm cites enhanced technology and scale with final integration of 2022 recordkeeping platform acquisition.
2024 RPAY – Sean Bjork, Bjork Asset Management, Inc.
Business at a Glance as of 12/31/23 Location: Northbrook, Illinois How many plan assets do you have under advisement? $568M What is your median plan size (in assets)?...
Betterment to Acquire Robo-Investing Accounts from Goldman Sachs
Goldman is shedding Marcus Invest accounts less than one year after exiting its personal finance management division; will keep Marcus savings accounts.
2024 RPAY – Janine J. Moore, HUB Retirement and Wealth Management
Business at a Glance as of 12/31/23 Location: Houston, Texas How many plan assets do you have under advisement? $1.2B What is your median plan size (in assets)?...
2024 RPAY – Russell Warye, HUB Retirement & Private Wealth
Business at a Glance as of 12/31/23 Location: Libertyville, Illinois How many plan assets do you have under advisement? $350M What is your median plan size (in assets)?...
2024 RPAY – Phillip Senderowitz, Strategic Retirement Partners
Business at a Glance as of 12/31/23 Location: Maitland, Florida How many plan assets do you have under advisement? $505M What is your median plan size (in assets)?...
2024 RPAY – Jim Detterick, Morgan Stanley Graystone Consulting
Business at a Glance as of 12/31/23 Location: New York, New York How many plan assets do you have under advisement? $27.8B What is your median plan size...
2024 RPAY – Christopher DeAndrea, Webber Advisors
Business at a Glance as of 12/31/23 Location: Duncansville, Pennsylvania How many plan assets do you have under advisement? $261M What is your median plan size (in assets)?...
2024 RPAY – Andrew Cleary, SFP Wealth
Business at a Glance as of 12/31/23 Location: Wellesley, Massachusetts How many plan assets do you have under advisement? $1.2B What is your median plan size (in assets)?...
NewRetirement, With $20M In Hand, Seeks Workplace Partners
A "turbotax" for retirement is leveraging recent funding to get deeper into the workplace financial wellness market.
OMB Finishes Retirement Security Proposal Review, Final Rule Incoming
A final rule on what is also known as the fiduciary proposal is expected in the next few days.
Nuts & Bolts: Form 5500s
What new advisers need to know about the basics of Form 5500s.
Intellicents’ Budd On Financial Planning As the Next Workplace Benefit
Intellicents’ recently named retirement services president, Brandon Budd, says the firm is focused on low-cost, participant financial planning services as a key differentiator.