Less Than Half of Americans Satisfied With Their Financial Advice
A TIAA Institute and MIT AgeLab survey finds consumers working with advisers are more satisfied with financial advice, underscoring the...
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Workers Concerned About Retirement Savings, Want Support
Nearly half (49%) of Americans “strongly agree” or “agree” their retirement plan savings are the only significant emergency savings they...
Product and Service Launches – 3/28/25
World Investment Advisors launches investment management platform WorldMAP; eMoney Advisor enhances needs analysis feature; Financial Finesse and SecureSave announce partnership;...
Social Security Administration Extends Identity Proofing Requirements
The SSA also made an exception to the in-person requirement for for those applying for certain services, although the exception...
401GO Expands 3(38) Services Through Mesirow Partnership
Mesirow’s 3(38) fiduciary services will be integrated within the 401GO retirement platform and available to the approximately 1,400 financial adviser...
Academics Receive Awards for Research Advancing Financial Planning
The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research...
Stress and Burnout Causing Lost Workplace Productivity
Workplaces prioritizing mental health see 13% higher productivity, employees are 2.3 times less likely to report feeling stressed, and there...
Traditional IRAs the Destination for Rollover Dollars, Roth IRAs Capture Conversions and Contributions
Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households,...
JPMorgan Introduces 2025 College Planning Essentials Guide
The asset management firm found that financial aid has not kept pace with the rising cost of college tuition, with...
Tech Issues at Forefront of Wealth Managers’ Focus, Says Wipfli Report
The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, and...
Wells Fargo Health Plan Lawsuit Dismissed
The judge argued that the allegations were too speculative to show concrete individual harm and too conjectural to show redressability.
Caregiving Responsibilities Challenge Women’s Financial Health
Data from the Nationwide Advisor Authority study also highlights a significant gap between advisers’ confidence in their ability to serve...
In the Rush to Hire AI Talent, Companies are Rushing Too Fast, Survey Finds
"Firms are competing for an ever-shrinking pool of skilled candidates when they should be investing in developing their own qualified...
Voluntary Fiduciary Correction Program Improvements Take Effect
The Employee Benefits Security Administration’s updated self-correction tool launched this week.
DOGE Prohibited from Obtaining Social Security Data, Judge Rules
The restraining order was issued days before a nomination hearing for Frank Bisignano, Trump’s nominee for commissioner of the Social...
OneDigital Expands Access to Impact Studio Platform
The program was initially launched in five markets, where OneDigital consultants using the platform reported a 25% reduction in workforce...
CFP Board Initiative Seeks to Increase and Strengthen Women CFP Professionals
The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in the financial planning...
Social Security Administration Changes Process to Prove Identity
AARP and the Alliance for Retired Americans voiced concerns about the requirement that, starting March 31, Americans must visit a...
Retirement Industry People Moves – 3/21/25
Neuberger Berman appoints consultant relations managing director; Morgan Stanley hires head of OCIO; Prudential gets head of distribution, voluntary and...
Product and Service Launches – 3/21/25
PensionBee adds Roth, traditional contribution capabilities; SMArtX Advisory Solutions adds 5 strategies; October Three expands retirement plan; and more.