Search results for: ike ing
Product & Service Launches – 9/25/25
Equitable expands suite of RILAs; Prudential, LPL collaborate on insurance overlay; Snappy Kraken launches real-time AUM pipeline dashboard; and more.
2 Pension Risk Transfer Consultants Join BCG Penbridge
Tom Sablak and Sam Mossing will help drive and deliver cost management and de-risking consulting services for defined benefit pension plans.
GOP Lawmakers Request Swift SEC Guidance on 401(k) Plans’ Alternative Investments
In a letter to the SEC Chairman, nine Republican members of the House Committee on Financial Services urged swift action.
Morningstar Acquires Stock Market Data Center for $375M
The purchase includes the CRSP Market Indexes—the benchmarks for more than $3 trillion in U.S. equities—and historical stock market data.
Popular AI Chatbots Struggle With Estate Planning, but Pass CFA Exams
In separate studies, artificial intelligence chatbots gave misleading answers about estate planning and aced an overall exam for certified financial analysts.
2025 Top Retirement Plan Adviser: Chad Noorani
Thoughts from Chad Noorani, with Benefit Financial Services Group.
What’s on Aronowitz’s To-Do List for EBSA?
Amicus briefs and guidance for incorporating private investments into defined contribution plans are likely top priorities for the Employee Benefits Security Administration.
Advisory M&A News – 9/23/25
OneDigital gets strategic investment from Stone Point Capital and CPP Investments; Mai Capital Management acquires J.W. Coons Advisors; Uniting Wealth Partners gains two advisers; and more.
Why Private Markets Are Essential for Long-Term Investors
Two thought leaders from Ares Management, including a former director of the PBGC, explain why exposure to private markets can improve outcomes.
Middle-Market Americans Remain Hopeful Despite Growing Financial Strain
Rising costs and mounting debt are testing confidence—especially among women, Gen X and younger adults—even as most still believe in the American Dream.
How Employers Can Prep For New Rules on Roth Catch-Ups
Legal experts say plan sponsors and administrators and payroll providers need to figure out how to comply with the final Roth rules, long before they go into full...
Breaking Down Misconceptions About Private Markets in DC Plans
A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of private markets in defined contribution plans.
3 Retirement Bills Advance to Full House of Representatives
Two of the bills, which target the Department of Labor’s audit process, sparked heated debate, but the third bill, concerning employee stock ownership plan valuations, has bipartisan support.
How High-Net-Worth Investors Prepare for the Future
Janus Henderson’s latest investor survey reveals a mix of anxiety, inaction and opportunity among affluent pre-retirees.
Advisory M&A News – 9/16/25
Cetera forms partnership with Alma Bank; Waverly Advisors acquires Brass Tax Wealth Management; Moneta forms partnership with Lane Hipple; and more.
High-Earning Women Have Lower Satisfaction with Work Benefits
As women earn more, they also feel their career and family-size options shrink, according to a new study from The Standard.
Job Turnovers Not Driven by Generational Differences
Millennials and Generation Z stay at their jobs at about the same amount of time that previous generations did at their age, according to the National Institute on...
Hourly Workers Lag Behind Salaried Employees in Achieving Retirement Goals
The disparity comes from a lack of access to plans, guidance and education, according to Escalent’s Cogent Syndicated.
92% of Plan Sponsors Work with Advisers, Per Fidelity
Retirement plan sponsors’ satisfaction with plan advisers is strongly linked to participants’ retirement readiness, according to the latest Fidelity Plan Sponsor Attitudes Study.
Gen Z, Millennial Women Face Confidence Gap in Financial Conversations
A new study from the Principal Foundation found that young women feel more anxious and less confident than men discussing money.