Search results for: ship program
2023 RPAY – Rehmann Financial
Business at a Glance as of 12/31/22 Plan assets under advisement: $946 million Median plan size (in assets): $1.3 million Plans under administration: 296 Total participants served: 16,500...
2023 RPAY – CSi Advisory Services, a division of HUB International
Business at a Glance as of 12/31/22 Plan assets under advisement: $945 million Median plan size (in assets): $2 million Plans under administration: 256 Total participants served: 25,116...
2023 RPAY – Cliff Dunteman and Francis LLC
Business at a Glance as of 12/31/22 Plan assets under advisement: $5 billion Median plan size (in assets): $91 million Plans under administration: 37 Total participants served: 67,607...
2023 RPAY – Global Institutional Advisory Solutions, Graystone Consulting (Morgan Stanley)
Business at a Glance as of 12/31/22 Plan assets under advisement: $20.9 billion Median plan size (in assets): $239 million Plans under administration: 63 Total participants served: 236,372...
2023 RPAY – Strategic Retirement Partners
Business at a Glance as of 12/31/22 Plan assets under advisement: $15.14 billion Median plan size (in assets): $5.06 million Plans under administration: 1,000 Total participants served: 268,000...
Black, Latino Workers Lag Behind in Retirement Saving
A Voya study finds added financial challenges reduce plan participation, savings rate and average balances for Black and Latino employees.
Investment Product and Services Launch
Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.
Our 2023 PLANADVISER Vision Award Winners
The CFP Board and Kelli Hueler of Hueler Income Solutions are this year’s winners of the PLANADVISER Vision Awards.
Adviser Product Partnerships
Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.
Altruist Pitches Tech, Personalization to Advisers
According to the financial tech custodian’s head of investing, RIAs are shifting more into ‘holistic’ needs, including retirement saving.
A Three-Step Plan for Employers to Encourage Financial Wellness
For April’s National Financial Capability Month, the head of retirement services at Corebridge Financial suggests understanding, engaging and taking action to help improve financial wellness.
MetLife, Savi Launch Student Debt Management App for Public Sector Workers
Participants can use MetLife’s financial wellness platform to gauge eligibility for student loan forgiveness programs.
Roundtable
What Participants Need
3 industry experts weigh in on how employers can help participants meet their retirement goals.
Cover Story
A Step in a New Direction
Today’s business model may add wealth management and other services—how plan advisers make it work.
Nuts and bolts
Financial Wellness Differentiators
Financial wellness is the latest frontier of participant education. According to the 2023 PLANSPONSOR Industry Benchmarking report, 77% of plan sponsors offer some sort of financial wellness program....
On the Move
On the Move
Investment Companies Name New CEOs Five investment companies that serve defined contribution retirement plans have announced CEO changes. Russell Investments Group LLC, an investment and outsourced chief investment officer...
Advisory M&A
Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser; and more.
Most Young Investors Lack Understanding of Robo-Adviser Technology
Human support remains key in assisting investors using robo-advice investment management, according to experts.
Prime Time for Diversifying with Municipal Bonds, According to Capital Group
Munis provide a good recession buffer in the current market, experts say.
Adviser Product Partnerships
RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox; and more.