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Retirement Industry People Moves

BPAS creates 401(k) platform with ANBTX; Experienced CFP leads intellicents’ new office; and Seelaus names managing director of firm’s subsidiary.

Institutional Investors Moving Away From U.S. Equity

Investment Metrics finds most plans have rebalanced their portfolios towards the lower end of their target allocation to U.S. equity, or, they have shifted to global equity instead, diversifying their equity risk.

PANC 2018: The State of Adviser M&A

With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.

Investment Products and Services Launches

Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.