In Practice October 21st, 2022 Advisers are Adopting Technology, Model Portfolios More practices are looking to upgrade their technology and implement direct indexing and model portfolios as they look to spend...
Data & Research October 21st, 2022 Millennials and Gen Z Wealth Rises 25%, Outpacing Gen X and Boomers The growing wealth of younger generations brings more challenges – and opportunities – to the investing and retirement planning sector,...
Deals & People October 21st, 2022 Retirement Industry People Moves FIS names president and CEO; Aon names fiduciary services practice leader; CAPTRUST adds Massachusetts-based Patriot Pension Advisors; and more.
Data & Research October 21st, 2022 Annuities as Part of Target-Date Funds Grow in Popularity Cerulli retirement research shows growing interest in TDFs with guaranteed income for plan sponsors’ lifetime income options among consultants.
Data & Research October 21st, 2022 Think Again: When Should Workers Begin Saving for Retirement? A new study in the Journal of Retirement argues that if one’s goal for retirement saving is to keep their...
Compliance October 21st, 2022 IRS Reveals 2023 Contribution Caps for 401(k) and IRAs The contribution limit changes reflect cost of living changes from this year.
Data & Research October 20th, 2022 Financial Advisers Increasingly Turn to Alternative Investments Amid Stock and Bond Declines A Broadridge adviser survey saw an 8% jump in alt investment use over the year, though many aren’t fully satisfied...
Products October 20th, 2022 Investment Product and Service Launches Milliman launches enhanced retirement security projection tool; Wealthcare launches new enhancements to its patented Comfort Zone; T. Rowe Price introduces...
Deals & People October 20th, 2022 Lisa Massena Hired as New COO at DCIIA She will join December 1 as they plan to launch the Center for Retirement Savings Inclusion.
Compliance October 20th, 2022 ESG’s Impact on Three States’ Retirement Systems While the ESG controversy has not changed how three states operate, one state treasurer has doubled down by banning them...
The Markets October 20th, 2022 ESG Adoption Slow Among DC Plans One factor hindering ESG’s adoption is the lack of ESG-focused target-date funds, though several firms are starting to introduce them.
Compliance October 20th, 2022 Elevator Constructors’ Union Retirement Plan Sued Two counts for breach of fiduciary duty were brought against the defendants.
In Practice October 20th, 2022 Know Where the Puck Will Be Advisers discussed three areas of focus to position practices for the future.
Data & Research October 19th, 2022 The Appeal of Guaranteed Lifetime Income Option Is Growing Among Participants While more participants are looking for a consistent source of income in retirement, they also want the flexibility to change...
Deals & People October 19th, 2022 Sequoia Secures $200M from PE Firm Valeas to Fuel Continued Growth The wealth management firm continues an acquisitions push after nearly doubling assets under management to $10 billion last year.
Compliance October 19th, 2022 Growth of Digital Assets Spurs New Regulatory Proposals As interest in cryptocurrencies for retirement grows, policymakers look for ways to contain the risk of digital assets without limiting...
Client Service October 19th, 2022 Insights on What Really Matters to Participants Findings of a national survey debunked some myths about what employees think about work and retirement.
Deals & People October 19th, 2022 CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...
Data & Research October 18th, 2022 High-Net-Worth Individuals Worry if They Will Have Enough to Retire While millionaires are saving more compared to the average, it’s not at a great enough amount to make a significant...
In Practice October 18th, 2022 Recordkeepers Help Advisers Get Personal How recordkeepers partner with advisers on managed accounts, retirement income and financial wellness.