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Advisory M&A News – 3/4/24
PCS Retirement announces investment from Lee Equity Partners; Guthrie Rouner Group joins Ameriprise Financial; Robertson Stephens Wealth Management acquires the Thrush Group; and more.
Convergence Is Changing the Adviser Landscape; Let’s Make Sure It’s for the Better
Freedom Fiduciaries’ CEO discusses the challenges of a B2B industry shifting to integrate consumers and the model needed to get the transition right.
Vanguard CEO Buckley to Step Down This Year
The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the ‘president’ title.
401(k) World: DCIO Managers Adjust to Fee Pressures
The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement investing.
401(k) World: Recordkeepers, Advisers and ‘Co-opetition’
The third installment of Planadviser In-Depth’s series on the 401(k) market considers the various ways recordkeepers are looking to evolve.
Recordkeepers Are Leaning In on Managed Account Offerings
Representatives from Fidelity, Vanguard, Empower and Principal discuss their proprietary and partnered managed account offerings and growth.
Retirement Industry People Moves – 2/23/24
Alerus names retirement services officer; FINRA appoints new board members; and T. Rowe board chair Stromberg steps down.
401(k) World: Retirement Plan and Wealth Advisement
The second story in PLANADVISER In-Depth’s series on the 401(k) market considers the convergence of retirement planning and wealth management—a trend whose outcome is far from written.
Empower Reports Year-Over-Year Growth in Workplace, Wealth
CEO Ed Murphy says the firm is on the lookout for wealth-related acquisitions and notes 500 employees were hired into the division in 2023.
Retirement Industry People Moves – 2/9/24
TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a new CFO; and more.
Fidelity, Voya Report Workplace Plan Growth
Firms highlight retirement plan, participant count growth in Q4 and full year reporting.
Payroll Integrations Seeks to Tackle Form 5500 Hassles for TPAs
The firm’s TPA Connect is designed to automate year-end Form 5500 compliance testing as a go-between for employers, payroll and recordkeepers.
Product & Service Launches – 2/1/24
Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth Annuity Guaranteed Pension Plan; and more.
Managed Accounts: Past & Present
The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
Empower Hires Dave Gray for New Enterprise Solutions Role
The former Fidelity workplace products head will work across the company on platform and partnership enhancements.
Retirement Industry People Moves – 1/26/24
Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more.
Northwestern Mutual CEO John Schlifske to Retire at End of ‘24
Executive Vice President Tim Gerend will take over the role next year.
Morgan Stanley Wealth Management Growth Bolstered by Workplace Unit
The firm highlighted workplace offerings as a key pillar of wealth management client growth in its Q4 earnings.
Crossmark’s Doll Named CEO, Keeping CIO Role
Bob Doll, known for his annual market predictions, is adding the CEO and president roles to his position as Mike Kern steps down.
Product & Service Launches – 1/11/24
UAW Members at GM, Stellantis to gain access to Hueler lifetime income solutions; Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs; FinFit introduces SafetyNet platform to facilitate emergency savings;...