Data & Research May 13th, 2024 Winners and Losers of the PRT Market Boom Insurance carriers and asset managers skilled at pension risk transfer are reaping rewards of record transaction levels, while those specializing...
Deals & People May 13th, 2024 Advisory M&A News – 5/13/24 J.P. Morgan Wealth Advisors Snags $28B Merrill Team; NFP’s Wealthspire to acquire $420M Ohio RIA; Carson Wealth fully acquires partner...
Deals & People May 13th, 2024 Edelman Financial Continues Wealth Management Push with First Deal of 2024 The leading 401(k) managed account provider continues to build out its wealth planning footprint with acquisition of $453 million Soundmark.
Practice Management May 13th, 2024 The Battle for Talent Participants at the 2024 Advisers in Conversation seminar discuss how they handle the heated fight for talent for their clients...
Deals & People May 10th, 2024 Retirement Industry People Moves – 5/10/24 Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; OneDigital adds Flach as senior consultant; and more.
Practice Management May 10th, 2024 Behind Morgan Stanley’s Workplace Strategy The firm’s head of institutional consulting solutions discusses the 'complete arc' of plan sponsor services Morgan Stanley is putting into...
Compliance May 10th, 2024 Ann Orr Replaces Gordon Hartogensis as PBGC Acting Director Hartogensis’ term expired at the end of April.
Compliance May 10th, 2024 IRS Increases HSA Contribution Limits The new contribution limits take effect for 2025.
Client Service May 10th, 2024 Small Businesses Are Growing, But Will That Translate to More 401(k)s? Small businesses are showing strong growth during this month of celebration for them; it could be a perfect opportunity for...
Compliance May 9th, 2024 A Road Map for Congress to Increase DB Plan Use NIRS offers 6 recommendations for boosting DB use in the private sector, starting with lowering insurance premiums.
Products & Services May 9th, 2024 Product & Service Launches – 5/9/24 AllianceBernstein expands plan options for retirement income portfolio; Goldman adds alternative asset lending program to independent advisers; Human Interest bolsters...
In Practice May 9th, 2024 PLANADVISER’S 2024 Retirement Plan Adviser of the Year Winners Winners were announced at the Industry Leader Awards dinner in New York along with recognition for top advisers and the...
Compliance May 8th, 2024 IRA to IRA Rollovers Pose Legal Vulnerability for Retirement Security Rule Legal experts with varying perspectives on the rule agree that DOL likely does not have jurisdiction over IRA to IRA...
Products & Services May 8th, 2024 Stable Value Funds Amid High Interest Rates Money markets may be attractive options in the short term, but stable value funds’ case may be poised to strengthen...
Compliance May 8th, 2024 House Republicans Look to Curtail SEC Enforcement and Settlement Authorities The bills under review on Tuesday would effectively limit the settlement amounts that the SEC can impose.
Deals & People May 8th, 2024 Announcing the PLANADVISER Emerging Leaders Recognition Nominations for the inaugural class of Emerging Leaders may be made through June 14.
Compliance May 7th, 2024 J.P. Morgan Sued For Data Exposure A new lawsuit alleges J.P. Morgan Chase & Co. lacked adequate protocols to thwart a recent breach, resulting in the...
Compliance May 7th, 2024 PTE 2020-02 and Compensation-Related Conflicts PTE 2020-02 does not explicitly ban any adviser practices, but does require reasonable conflict mitigation policies regarding compensation.
Deals & People May 7th, 2024 Altruist Raises Another $169M As It Competes to Win RIAs ICONIQ Growth led the Series E funding round, bringing the total funding to more than $450 million.
Client Service May 7th, 2024 Comparing Retirement Income Solutions Broadridge expert discusses two major types of insurance categories for guaranteed retirement payouts.