Deals & People May 19th, 2023 Retirement Industry People Moves IRI announces new appointments to board of directors; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice...
Data & Research May 17th, 2023 24% of Participants May Cut 401(k) Contributions Nationwide Retirement Institute recommends that advisers and recordkeepers work to help participants maintain their financial futures.
In Practice May 16th, 2023 Advisers Managing Heightened Retirement Plan Committee Turnover With job turnover rates remaining high, advisers discuss how to manage retirement plan committee churn.
Deals & People May 11th, 2023 Vestwell Partners with JP Morgan on Small Business 401(k) Plans The digital recordkeeping platform will be available to JP Morgan's 401(k) product for small businesses, following the partnership.
In Practice May 10th, 2023 In-Person Client Meetings Return as Pandemic Dims, Volatility Remains A recent survey shows that advisers are doing more in-person meetings amid overall increased client touchpoints.
In Practice May 10th, 2023 New RIA Aims to Advise Plan Sponsors on Diligent Annuity Selection Experts in the insurance and asset management industries have launched Annuity Research & Consulting to advise 401(k) plan sponsors and...
Deals & People May 8th, 2023 Accelerate Retirement Spins Off From Aggregator NFP As an independent advisory, the firm expects to be more ‘nimble’ in meeting both adviser and client needs.
Deals & People May 2nd, 2023 Hub Snags PE Firm Minority Stake, Announces More to Come LGP has taken a minority stake in the insurance, retirement and wealth management aggregator to build on what the firm...
Deals & People May 1st, 2023 USI Consulting Acquires Actuarial, Retirement Plan Consultancy USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.
In Practice April 21st, 2023 Tax Advantages to Look Out for in HSAs Experts at the PLANADVISER/PLANSPONSOR 2023 HSA Conference pointed out many similarities between HSA contributions and 401(k) plan contributions.
Data & Research April 18th, 2023 65% of Financial Advisers Braced for Recession The majority (42%) believe it will be a “short and shallow” decline, according to an annual Nationwide survey.
In Practice April 17th, 2023 New Retirement Firm Aims to Partner with Generalist Advisers Freedom Fiduciaries seeks to manage plan fiduciary duties so smaller financial advisories can focus on client relationships, wealth management.
Deals & People April 17th, 2023 Advisory M&A Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser;...
Products April 13th, 2023 Retirement Advisers Say Long-Term Performance Most Important for Evaluating TDFs Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...
In Practice April 12th, 2023 New Plans Will Need Engaged Advisers for Success in SECURE 2.0 Era SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANADVISER webinar.
Deals & People April 11th, 2023 OneDigital Acquires Huntington Bank’s $5.6B Retirement Advisory Business The retirement and investing aggregator will bring on Huntington’s 1,300 employees focused on workplace savings plans.
Deals & People April 10th, 2023 Advisory M&A Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial...
In Practice April 5th, 2023 Plan Sponsors Say They’re Seeking “Soft Skills” From Advisers A panel of plan sponsors note both tangible and intangible traits they seek in retirement plan advisers.
In Practice April 5th, 2023 Pitching Value: Advisers Discuss How to Approach Client Fees The modern plan adviser can use multiple options to meet plan sponsors’ personalized needs.
Products April 5th, 2023 Voya Launches Advisory Services Solution The new program includes online investment advice, as well as managed accounts.