Search results for: CIT

Voya expands TDF solutions with CIT blend series; SMArtX launches BlackRock's Advisor Center on platform; CAIS introduces alternative investments models marketplace for advisers; and more.

Although older workers understand the benefit better than their Millennial and Gen Z peers do, all could be better educated, says a survey from T. Rowe Price.

While balances are up, Devenir reported, continued seasonality was evident in the share of accounts that are not funded at all.

Nearly 9 in 10 CFP professionals say their clients’ financial objectives are at-risk due to the pending expiration of the Tax Cuts and Jobs Act of 2017.

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers.  

Approximately 25% of global GDP, including a significant number of strategic and high-tech sectors, is deglobalizing, according to the report. 

Nearly half (49%) of Americans “strongly agree” or “agree” their retirement plan savings are the only significant emergency savings they have, according to a Voya survey.

Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households, the median balance was $87,000, and the average...

The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, and data privacy and security.

"Firms are competing for an ever-shrinking pool of skilled candidates when they should be investing in developing their own qualified talent," said General Assembly CEO Daniele Grassi.

The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in the financial planning profession.

PensionBee adds Roth, traditional contribution capabilities; SMArtX Advisory Solutions adds 5 strategies; October Three expands retirement plan; and more.

Research from the asset manager shows the world is in an era of two tracks—the 25% now deglobalizing and the 75% still integrating into the world economy.

The company is committed to being the ‘partner of choice’ for intermediaries, according to Wayne Park, John Hancock’s retirement CEO.

The defendants claim the company breached its ERISA fiduciary duty by putting business interests ahead of the plan and its participants.

New CTO at Carson Group; Mesirow Wealth Management hires Gary Pattengale; Kristin McCarthy named head of product at PCS Retirement; and more.

At a recent conference, fintech leaders discussed how artificial intelligence and technology can both improve retirement plan administration and provide investors with increased access to financial planning and...

The “Invest in America” accounts would provide all U.S. children with a federal government-funded $1,000 grant to be invested and grow over time.