Search results for: ship program
529 College Savings Plans Reach Record Amid Student Loan Forgiveness Debate
529 college savings plans reach $411 billion as Supreme Court and private industry considers how to manage student loan burdens.
Investment Product and Service Launches
Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and more.
The Retirement Income Question
Can managed accounts give participants the planning help they need?
Adviser Product Partnerships
RBC C&C selects Vestwell as 401(k) provider; Sanctuary Wealth partners with Pontera on retirement asset management; Prudential, Vitality Global expand Latin America partnership.
EBSA Head Says Disclosure, SECURE 2.0, ESG Are Key Priorities
EBSA’s Lisa Gomez identified upcoming regulatory priorities related to SECURE 2.0 and the importance of effective disclosure at a conference hosted by the NIRS.
Advisory M&A
Savant Wealth adds retirement services with Capital Directions deal; PE firms CD&R and Stone Point acquire Focus Financial in deal valued at $7B; DeVoe says RIA M&A on...
OneAmerica Targets 20% Uptake for Retirement Planner PensionPlus in ‘23
Retirement head Sandy McCarthy discusses OneAmerica’s decision to provide clients with Shlomo Benartzi’s PensionPlus to guide toward a retirement “paycheck” goal—inclusive of Social Security.
Investment Product and Service Launches
Cambridge Financial launches private client solutions offering; Orion offering free learning for fiduciary advisers; and more.
WTW Announces PEP With Eye Toward Increased Plan Outsourcing
The global retirement plan advisory is using its expertise with multi-employer plans in the U.K. to the U.S. market as backed by recordkeeper Transamerica.
Investment Service and Product Launches
California ABLE program selects Vestwell for disability savings; Embark launches automated investing platform; and more.
Adviser Product Partnerships
Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team upon alternative investment offering.
Bridging the Racial Retirement Gap: A Conversation With Spencer Williams
The CEO and president of the Retirement Clearinghouse talks about his decades-long project with Bob Johnson to implement 401(k) auto-portability.
DE&I Initiatives: Are They Working?
Retirement advisory firms have been working to implement diversity, equity, and inclusion programs for years, but have they been effective?
DE&I in a Hybrid World
Women, parents, and people of color are opting in to remote work at higher rates than their peers, but some workplace experts say remote work brings new challenges...
Investment Service & Product Launches
Equitable expands variable universal life portfolio; First Trust offers alternative assets-based ETFs; and more.
Investment Firms With $11.2 Trillion AUM Sign CFA Diversity Code
Over 100 investing firms including Callan, Northern Trust Asset Management, and Nuveen pledged to boost DEI and track their progress.
Adviser Product Partnerships
FLX picks Broadridge for asset management distribution platform; Hub partners with employee recognition company Blueboard; more than 100 financial firms join CFA’s code to further DEI; and more.
CFP Restructures To Boost Diversity in Financial Advisement
The CFP Board is creating a new entity to advance financial planning as a career; separately, Broadridge’s Fi360 is funding 100 investing certifications for women and people of...
Retirement Industry People Moves
Private Advisor Group Taps Frank Smith to be CEO; Accelerate Retirement names Thurston managing director; The Marygold Companies appoints fintech president to lead launch of new banking and...
Investment Product and Service Launches
Vanguard offers multi-sector income bond fund; Hub starts HR technology consulting practice; Vestmark launches six direct-index separately managed accounts; and more.