Search results for: SCO

An increase in discount rates helped corporate pensions by offsetting both a decline in asset values and weak investment returns.

The firm’s new relationship with Carta would give its Morgan Stanley at Work services first-mover status with companies doing an IPO.

Panelists highlighted concerns with major insurers’ fee practices and control over care pathways.

A retirement data expert discusses the aging U.S. workforce, rising Social Security dependence and a retirement coverage gap affecting millions of Americans.

Advisory business leaders working to bridge retirement plans and wealth services agree it’s still early days, but the market may be speeding up.

At the PLANADVISER 360 conference, experts discussed strategies for balancing flexibility, cost and transparency.

The assistant secretary of labor said she was on a ‘farewell tour’ while speaking at the PLANADVISER 360 conference. 

Strable, recently named president, will take the top job from Dan Houston, effective January 7.

Recordkeepers on a PLANADVISER 360 panel said relationships work best when advisers know their growth strategy and needs.

The head of the recordkeeper, asset manager and insurer foresees further consolidation, with winners innovating for advisers and participant services.

Wealth Enhancement Group announces acquisition of M&R Capital Management; Kestra, Riverside welcome new adviser; Aspen Standard Wealth acquires $2.8 billion AUM Summitry.

Plan adviser Jania Stout explained her transition to head Prime Capital’s retirement and wellness divisions, where her boss said she can be ‘jet fuel’ for the $30 billion...

With 2025 FSA contribution limits set at $3,300, the IRS reminded taxpayers to leverage flexible spending arrangements.

In its annual report, the SEC auditor warned of litigation related to current and future rules; separately, the ASA called on SEC Chair Gensler to step down.

Retirement plan advisers weigh in on post-election market impacts, retirement strategies and the overall economic outlook.

The employer-sponsored retirement plan industry will be watching for shifts in policy and focus with the return of a Donald Trump-led Republican administration.

Scott Colangelo of Prime Capital Financial argues that a lack of transparency will hold back the promise of in-DC-plan retirement income investments.

Kestra Financical adds Wealth Empowerment Financial Strategies; Hightower completes strategic investment in Financial Planning and Information Services; and adviser team with $250 million joins Ameriprise Financial from LPL.

Companies often miss the mark on diversity and inclusion when they treat it as a ‘checklist’ item, according to panelists at a diversity leadership summit.

Schroders expands US pensions team with Schechter as senior client director; Wagner Law Group adds Schloss; The Standard hires Mulquin as regional vice president; and more.