Search results for: ship program
Practice Management | Succession Planning
Strategic Moves
Joining a ‘conglomerate’ firm doesn’t always aid succession planning.
Practice Management / Sustainability
Measure Your Footprint
How some plan advisers embrace sustainability in their practice.
Practice Management / Fees
Determinants of Profitability
À la carte vs. bundled pricing—is one of these fees models better for today?
Practice Management / Cybersecurity
Cyber Ready
Foil potential breaches with strong data security practices.
Workers, Employers, Contributed to Retirement Plans at Record Rates
Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new data from the Plan Council of America show.
Retirement Industry People Moves
Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys; and more.
Adviser Product Partnerships
Schwab partners with Envestnet for cloud-based billing solution; AICPA and CIMA launch ESG fundamentals program for accountants; ShareBuilder 401k Waives Plan Setup Costs in December for Small Businesses;...
Investment Product and Service Launches
Securian and QPA launch managed account for plan sponsors; ProShares and S&P announce ETF to invest in surging battery metal market; Franklin Templeton teams with experts on free...
Adviser Product Partnerships
DPL partners with Corebridge Financial on RIA advisory annuity solutions; Fidelity Institutional enhances adviser technology; Choreo partners with Pontera on held away asset management solution; and more.
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Two new programs focus on advancing diversity in the financial management space by working with historically black colleges and students.
Retirement Industry People Moves
$5 billion multi-family office and investment firm Nordwand Capital launches in Pennsylvania; Millennium Trust names new CEO; Cetera bolsters business development team with three new hires; and more.
DOL Hosts Public Hearing on QPAM Proposal
The commentators and DOL representatives had stark disagreements on the implications of some the proposal’s provisions.
Retirement Industry People Moves
Credit Suisse Asset Management appoints head of product; Milliman expands Employee Benefits Administration sales team; Strategic Investment Group hires head of non-U.S. equity; and more.
Retirement FinTech Startup Lilly to Push Credit Card Rewards to IRAs
Venture-capital backed startup Lilly Funds recently launched a savings app to ship cash rewards from purchases to retirement accounts.
Adviser Product Partnerships
Schwab Advisor Services expands ability for matchmaking between adviser firms; TradeUP adds fractional shares to its online trading patform; Envestnet rolls out enhancements across its ecosystem; and more.
Retirement Industry People Moves
Newfront adds senior vice president to retirement team; Mercer Advisors acquires Texas-based Mark D. Cunningham; Pure Financial Advisors adds new CEO; and more.
Retirement Industry People Moves
Principal Financial Group hires U.S. insurance solutions distribution leader; Prudential Financial announces leadership succession for U.S. and international businesses; NEPC expands real assets team with real estate industry veteran;...
Investment Product and Service Launches
Betterment launches cryptocurrency offering; MSCI launches index for investors seeking net-zero transition progress; Prime Trust launches all-in-one IRA solution after successful beta program; and more.
Six Misconceptions About Social Security That Can Affect Participants
Not recognizing the impact of claiming benefits early – or the benefit of waiting – is essential.
Adviser Product Partnerships
The Standard partners with Noyo to modernize the customer experience; Abel Noser Solutions and OWL ESG partner to offer ESG consensus ratings system; Quility announces launch of Quility...