Deals & People August 2nd, 2023 The PLANADVISER Interview: Vince Morris, President of Retirement and Wealth, OneDigital The OneDigitial retirement plan leader says the aggregator’s company-wide focus on the employee guides its strategic growth.
Data & Research August 2nd, 2023 73% of 401(k) Savers Would Like Personalized Investment Advice Calculating the amount needed for retirement and identifying a retirement income stream are among the top needs for workplace savers,...
Deals & People August 1st, 2023 Epic Snags Recordkeeper Retirement Direct Meanwhile, workplace retirement and benefits aggregator Mercer picks up $720M wealth manager.
Practice Management August 1st, 2023 Keep it Simple: Innovations in Small Plan Advisement, Management Advisers and small plan 401(k) providers explain how the industry has evolved to do more—but make it feel like less—for...
Practice Management August 1st, 2023 Why Wealth Managers Are Engaging Small Retirement Plan Startups The connection is strengthening between wealth managers and small workplace retirement plan providers to meet the needs of small business...
Products July 31st, 2023 Plan Sponsors Want More Automatic Retirement Features to Help Unengaged Participants A TIAA survey of 80 plan sponsors points to the need for plan sponsors, advisers and providers to provide a...
Deals & People July 28th, 2023 Retirement Industry People Moves AdvicePay names Suaickie CEO as Moore shifts to board; Plan Sponsor University brings on Kelleher as consultant; Ascensus names retirement...
Deals & People July 28th, 2023 MarshBerry: Retirement M&A Up in First Half, Bucking Overall Trend Of the 18 retirement deals through the first half of 2023, 2 came from wealth advisories ‘dipping their toes’ in...
Deals & People July 25th, 2023 Alera Retirement Unit Adds Large-Plan Expert Insurance, retirement and wealth management aggregator’s hire of Bryan Hissong is part of strategic effort to build out retirement plan...
Deals & People July 25th, 2023 Fiducient Advisors Names Long CIO Bradford Long, current chair of the firm's investment committee, will be replacing Matthew Rice as chief investment officer.
Deals & People July 24th, 2023 DeVoe Predicts First Down Year for RIA M&A in Almost a Decade High interest rates, inflation and uncertainty are depressing RIA dealmaking.
Deals & People July 21st, 2023 Retirement Industry People Moves SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; CalPERS names Teykaerts executive director, replacing...
In Practice July 21st, 2023 AI Meets Retirement: How Newfront is Mining 5500s, Leveraging Chatbots The tech-focused advisory recently brought its AI-driven benefit solutions to Congress. This fall, it will be using AI capabilities to...
The Markets July 20th, 2023 Investment Service and Product Launches Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.
Client Service July 20th, 2023 Pontera CEO: Advisers Agnostic as to Where Retirement Assets Sit The fintech firm connecting advisers to 401(k) account management announced another in a string of partnerships Thursday with Founders Financial,...
Deals & People July 18th, 2023 Fiducient Advisors Names Sabrina Bailey CEO Fiducient brings on retirement and asset management veteran from the London Stock Exchange.
Deals & People July 17th, 2023 Advisory M&A Hub expands in Southeast; Nava acquires benefits consultancy; Cerity adds wealth managers focused on women-owned businesses; and more.
In Practice July 12th, 2023 The PLANADVISER Interview: Jay Jumper, CEO, Future Capital The head of a retirement plan advice and managed account provider discusses the ‘race to the participant’ and why some...
In Practice July 11th, 2023 Cogent: Advisers Should Lean Into 401(k) Cost-Cutting Conversations A new Cogent report shows plan sponsors are more likely to direct heightened scrutiny, including cost-cutting, toward their retirement plans.
Deals & People July 6th, 2023 Cbiz Adds to Retirement Plan Capability With APA Acquisition The financial and insurance advisory brings on Indianapolis-based American Pension Advisors, along with its 1,200 clients.