Compliance April 23rd, 2024 DOL Issues Final Retirement Security Rule The much-anticipated fiduciary rule brings retirement plan advisement, one-time rollovers and annuity recommendations under ERISA.
Data & Research April 23rd, 2024 Investor Confidence Remains High as Election, Inflation Bring Unease Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.
Client Service April 23rd, 2024 Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy Shawn Plummer, a benefits expert who has trained financial advisers, breaks down the key elements of guiding participants toward tax-advantaged...
Products April 22nd, 2024 Fidelity Launches Hub to Assist Advisers’ Organic Growth Strategies The new platform is aimed at helping advisers acquire clients, build partnerships and scale their businesses.
Deals & People April 22nd, 2024 Advisory M&A News – 4/22/24 Shore to Shore Private Wealth joins Janney; Ritholtz Wealth Management opens Los Angeles office; Citizens adds San Francisco wealth team...
Data & Research April 22nd, 2024 Wealth Management Sector and M&A Robust in 2024 Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market...
Data & Research April 22nd, 2024 ‘Retirement Fluency’ Not Evolving Americans’ understanding of retirement-related topics has remained relatively flat since 2017, according to an annual study conducted by TIAA and...
Deals & People April 19th, 2024 Retirement Industry People Moves – 4/18/24 Ascensus names Torgerson to lead; New York Life hires Nixon as head of group benefit solutions claim operations; Pettman joins...
Deals & People April 19th, 2024 CAPTRUST M&A Head Benton Leaving Firm Rush Benton, who worked on more than 40 wealth management-focused deals, will be leaving to start his own business.
Data & Research April 19th, 2024 69% of Pre-Retirees Say Retirement at 65 Is Not Possible Pre-retirees expect greater retirement hurdles than their predecessors, according to Nationwide.
Data & Research April 19th, 2024 Moving Beyond One-Size Fits All Benefits New research from Nuveen shows a persistently strong labor market means benefits such as 401(k) plans matter to combatting workplace...
Compliance April 18th, 2024 IRS Extends Relief on Inherited IRA 10-Year Rule Enforcement The IRS notice said 2024 will likely be the last year for the relief.
Products & Services April 18th, 2024 Product & Service Launches – 4/18/24 Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand; inVesti launches...
Deals & People April 18th, 2024 Ted Benna Joins Salt Labs as Strategic Adviser The ‘Father of the 401(k)’ will drive Salt’s market strategy to support hourly workers.
Data & Research April 18th, 2024 Two-thirds of ‘Peak Age’ Boomers Face Retirement Risk Boomers who will turn 65 between 2024 and 2030 are not set up to maintain their current lifestyle, according to...
Practice Management April 18th, 2024 Rebutting 7 Retirement Income Concerns ERISA expert Bonnie Treichel and QPA adviser Matthew Eickman teamed up to consider common objections to in-plan lifetime income options.
Compliance April 17th, 2024 Su Defends DOL Budget Request at House Hearing The pending retirement security proposal was not a focus, and only one Congressman asked about it.
Deals & People April 17th, 2024 Product Partnerships – 4/17/24 Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to...
Data & Research April 17th, 2024 Couples Share Financial Trust, Lack Planning New Ameriprise research finds couples share trust and values around retirement goals, but often fail to follow through on planning.
In Practice April 17th, 2024 Three Plan Advisers on the Convergence Three top advisers discuss the present and future of retirement plan advisement and wealth management.