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Investment Fees, Plan Governance Drive Fiduciary Liability Insurance Pricing
Having an investment adviser on retainer had a moderate impact on pricing, as about half of insurers reported that it was a significant influencer.
Consumers Worry That Income Isn’t Keeping Up With Inflation
While 39% of men believed their income had kept up with inflation in 2024, only 28% of women felt the same.
Hub Names EVP of US Employee Benefits and Retirement and Private Wealth
Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private wealth.
Health Plan Fiduciary Duties Related to Data and Documents
At a PLANSPONSOR webinar this week, experts discussed why data, and access to data, are important to the fiduciary process for a health care plan.
Understanding and Evaluating Retirement Income Solutions
With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to workers from a growing array of solutions.
Envestnet Announces Model Portfolios, Direct Indexing Offerings
The company intends both offerings, in partnerships with BlackRock and State Street Global Advisors, to help advisers expand offerings.
US Recession Talks Get Louder
A range of banks and broker/dealers have raised the specter of a U.S. recession as the April 9 tariff deadline approaches.
First Quarter of 2025 Sees High 401(k) Participant Trading Activity
Alight Solutions found high levels of trading in retirement plans in the first quarter of this year, as 0.77% of balances were traded—the highest level since the third...
Understanding the Consolidated Appropriations Act of 2021
On a recent webinar, experts spoke about the requirements for plan sponsors and health plan fiduciaries to closely monitor the middlemen involved in administering their health plans—which present...
Investment Strategists Predict Which Sectors Will Perform in a Trade War
While cars, tech and retail are expected to be hit hard, healthcare and other service-oriented sectors are likely to fare better, analysts predict.
Retirement Industry People Moves – 4/4/25
Allspring Global Investments to get new CEO; Wellington Management names head of US wealth; WTW makes Health, Wealth & Career appointments; and more.
Product and Service Launches – 4/4/25
Voya expands TDF solutions with CIT blend series; SMArtX launches BlackRock's Advisor Center on platform; CAIS introduces alternative investments models marketplace for advisers; and more.
Financial Professional Usage Increasing, Digital Advice Leveling Off
Two-thirds of households plan to continue saving more, particularly in taxable and retirement accounts.
Workers Show Social Security Knowledge Gaps
Although older workers understand the benefit better than their Millennial and Gen Z peers do, all could be better educated, says a survey from T. Rowe Price.
Annuities Can Make Client Relationships ‘Sticky,’ but Misunderstandings Persist
Almost 78% of financial professionals report that clients have negative preconceptions about annuities, making it more difficult to foster a clearer understanding of their benefits.
What to Know About Adding Income to a Plan Lineup
How the regulatory landscape dictates the selection of a retirement income solution—and how advisers can frame the discussion with clients.
Larry Fink Touts Importance of Private Assets in Annual Letter
One way to fix the “retirement gap” is to increase access to alternative investments in 401(k) plans, according to BlackRock's Fink, writing in his annual letter.
LPL Financial Acquiring Commonwealth Financial Network
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers.
PGIM Research Examines Deglobalization’s Portfolio Implications
Approximately 25% of global GDP, including a significant number of strategic and high-tech sectors, is deglobalizing, according to the report.
Changes to Federal Student Loan Repayment Forgiveness Increasing Financial Stress
After payments resumed, the volume of past due federal loans quickly returned to pre-pandemic levels and reached a new high of 15.6% by the end of the on-ramp...