CAPTRUST, Alera Group Add New Advisers
Katie Colon joins CAPTRUST in a financial adviser role from OneDigital; Jim Marx joins Alera Group from Edelman Financial Engines.
News
Setting the Record Straight on CIT Governance, Regulation
Jeb Bowlus of Great Gray Trust makes the case that CITs are well-regulated and confer retirement investor protections not present...
FINRA Panel: Corporate Inclusion Needs a New Approach
Companies often miss the mark on diversity and inclusion when they treat it as a ‘checklist’ item, according to panelists...
Retirement Industry People Moves – 10/31/24
Schroders expands US pensions team with Schechter as senior client director; Wagner Law Group adds Schloss; The Standard hires Mulquin as...
IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit
The announcement provides information on all the cost-of-living adjustments affecting dollar limitations for retirement-related items in the tax year 2025.
Tracking the Evolution of PEPs
Pooled employer plans have gained traction in their nearly four years of existence, and their use cases are evolving beyond...
Finding the Best Fit Between PEPs and State-Run Plans
Experts discuss which small plan solution is most appropriate for different types of businesses.
What Is Driving Plan Startups?
Providers credit state mandates and tax incentives, but others point to adviser interest in small plans and more uptake for...
Stout Joins Prime Capital as National Retirement Practice Leader
Prominent plan adviser Jania Stout has left OneDigital to head Prime Capital’s retirement plan practice and financial wellness divisions.
Product & Service Launches – 10/31/24
Principal launches TDFs with ARS in-plan annuity option; Capital Group, KKR debut public-private fixed-income funds; North American and AMS introduce...
Commonwealth Finds Barriers Hinder Student Investors
Despite strong interest in building wealth, undergraduates encounter obstacles to investing.
Most Hybrid RIAs Favor Retirement Fiduciary Standard
DPL Financial Partners, which works in commission-free annuities, released a survey of RIAs and broker/dealers regarding the DOL’s stalled fiduciary...
Many Financial Advisers Prioritize ‘Ease of Business’ From Asset Managers
Financial advisers are working with fewer asset managers, with ease of use and multi-channel digital capabilities among the differentiators, according...
2025 Retirement Plan Adviser of the Year Nomination Period Is Open
Nominations are now being accepted in seven categories.
Financial Finesse Acquires OfColor to Expand ‘Culturally Relevant’ Content
The financial wellness provider will integrate OfColor’s platform aimed to help workers of color.
Mariner Gets Capital Infusion From PE Firm Neuberger Berman
The wealth advisory now has additional funding to fuel growth soon after merging with qualified plan advisory AndCo Consulting to...
State Street Lands Guinness Record for Bell-Ringing Outside Nasdaq
The asset manager got 533 people to ring the Nasdaq closing bell in celebration of serving everyday investors.
Treasury Launches Financial Inclusion Plan, Stresses SECURE 2.0 Provisions
The department’s report includes a strong focus on implementing programs like the Saver’s Match.
2070 TDFs Are Here for Youngest Workers
New vintages are available at many large asset managers, giving workers who consider themselves about 45 years from retirement the...
Should US Consider $1,000 Newborn Seed Accounts?
Leading economists pitched the idea of a universal kick-starter investment account at an Aspen Institute financial security event.