Data & Research October 9th, 2023 Half of Hispanic Adults Not Prepared for Retirement, LIMRA Reports Financial institutions have an opportunity to design solutions tailored to the needs of a huge potential audience of Latino workers.
Deals & People October 9th, 2023 Advisory M&A News – 10/9/23 Creative Planning acquires Kistler-Tiffany Advisors; Align Wealth Management joins Edelman Financial Engines; Coldstream Wealth Management merges with two firms.
Diversions October 9th, 2023 PLANADVISER’s New Digital Experience Is Live! Check out our revamped website highlighting trending stories, features, research and online events.
Compliance October 6th, 2023 Colgate-Palmolive Submits Motion for Summary Judgment in Retirement Fraud Lawsuit Legal Counsel for the Colgate-Palmolive Employee Relations Committee aim to terminate the plan sponsor's participation in a lawsuit alleging the...
The Markets October 6th, 2023 DOL Approves Citi Diverse Asset Program for 401(k)s According to the regulator, Citi will not violate ERISA fiduciary duties by paying plan fees of diverse asset managers.
The Markets October 5th, 2023 Higher Rates Push Both Congress, Investors to Change Strategy Long-term investors are looking to rebalance their portfolios while considering investing trade-offs in both equity and bond markets.
Data & Research October 5th, 2023 67% of Small Businesses Expect Revenue Gains That makes it an ideal time for these employers to consider adding or enhancing workplace retirement plans, according to a...
Products October 5th, 2023 Investment Product and Services Launches Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark...
Data & Research October 5th, 2023 Survey: 73% of Top Advisers Chat In-Plan Annuities With Clients PLANADVISER’s quarterly pulse survey finds the majority of retirement plan advisers “occasionally” discuss in-plan options, but some don’t see the...
The Markets October 5th, 2023 Morningstar: ESG Integration Growing Among Institutional Asset Owners The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.
Diversions October 5th, 2023 Introducing PLANADVISER’s New Digital Experience Revamped website will highlight trending stories, features, videos and infographics.
Deals & People October 5th, 2023 Savant Wealth Joins Pontera’s 401(k) Management Platform COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.
Data & Research October 4th, 2023 Managed Accounts’ Default Use Limited by Litigation Fears, Fees Plan advisers continue to pick TDFs in retirement plans, rather than more personalized managed accounts, in part due to legal...
Compliance October 4th, 2023 Will ESOPs Finally Get Regulatory Clarity? SECURE 2.0 requires DOL to create rules for ESOP valuation.
Data & Research October 4th, 2023 Americans Underestimate Health Care Costs’ Impact on Retirement Decisions Health savings accounts and cash flow from annuities can help mitigate too-rosy thinking, says retirement income association fellow.
Deals & People October 4th, 2023 Genstar Capital Re-Ups to Keep Driving Cetera M&A Plans Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.
Compliance October 3rd, 2023 Understanding Plan Fees, With Help from NAGDCA A recently published fee guide can help plan sponsors navigate different recordkeeping, advisory and asset management options.
Data & Research October 3rd, 2023 Where Are Financial Wellness Benefits Headed? According to EBRI, employers are looking for a wider range of benefits.
In Practice October 3rd, 2023 Vanguard Says Sweeps, Auto Enrollment Still Key in Combatting Savings Gaps Retirement readiness is strong among many workers, but large gaps remain for plan sponsors and advisers to address.
Compliance October 3rd, 2023 House Bills Aim to Increase Use, Contribution Amounts For HSAs Bipartisan legislation looks to address “outdated bureaucratic barriers and red tape” regarding the tax-advantaged health savings accounts.