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Rate Cuts and Retirement Saving
DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement plan investing.
Advisory M&A News – 8/26/24
Rise Growth Partners Announces first strategic investment in Bleakley Financial Group; Sanctuary welcomes $400 million North Carolina-based TOVA Wealth; DFA Veterans launch Parkwoods Wealth Partners; and more.
Guideline Hits $15B in AUA on Philosophy of Simplicity, Low Fees
Co-founder and CEO Kevin Busque details the past and present of Guideline as he seeks to keep an early promise to famed passive investor Jack Bogle.
Are District Court Rulings the ‘Final End’ For DOL’s Fiduciary Rule?
Two federal courts in Texas halted the DOL’s new fiduciary rule. An appeal is likely, but ERISA experts say Congress may be the next best stop for the...
Charles Schwab Names New Advisory Services Head
Veteran Bernie Clark is moving into an advisory role as Jon Beatty is promoted to lead RIA custody services.
On the Move
On the Move
Long Moves to Board Chairman SageView Advisory Group CEO and founder Randy Long stepped into the role of board chairman, September 1, as the firm continues expanding from...
DC Advisers: Managed Accounts Not Yet Default Threat to TDFs
A survey of retirement advisories did, however, show increased interest from plan sponsors for in-plan retirement income options.
Roundtable
SECURE 2.0 Insecurities
3 experts cite clients’ biggest concerns about the new retirement act.
The PLANADVISER Interview: Miles Cole, Follow Co-Founder and CEO
24-year-old tech entrepreneur Cole discusses how his Follow app is allowing investors to copy the money moves of the internet’s most popular financial influencers.
2023 RPAY – Philip Sherman, Deschutes Investment Consulting
Business at a Glance as of 12/31/22 Plan assets under advisement: $1.3 Billion Median plan size (in assets): $16.25 million Plans under administration: 80 Total participants served: 37,430...
2023 RPAY – Michael Devlin, BCG Pension Risk Consultants
Business at a Glance as of 12/31/22 Plan assets under advisement: $5 billion Median plan size (in assets): $30 million Plans under administration: 60 Total participants served: 30,000+...
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...
Congress Passes SECURE 2.0, Forwarding Second Major Retirement Reform in Three Years
The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.
Investment Service and Product Launches
Ameriprise testing retirement income planning service; Vanguard adds short-term tax-exempt bond ETF; Franklin Templeton starts ClearBridge sustainable infrastructure ETF; and more.
Practice Management / Cybersecurity
Cyber Ready
Foil potential breaches with strong data security practices.
Retirement Industry People Moves
Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter Sioux Falls and South Dakota markets; and more.
ESG Adoption Slow Among DC Plans
One factor hindering ESG’s adoption is the lack of ESG-focused target-date funds, though several firms are starting to introduce them.
The ERISA Industry Committee Revamps Organizational Priorities
The committee has named a new president and its first chief operations officer following a two-day planned meeting where the organization discussed its short- and long-term polices for...
Retirement Industry People Moves
Nationwide hires brokerage annuity distribution leader; LPL Financial names chief product officer and national sales and marketing leader; Schroders appoints senior sub-advisory sales professional; and more.
Retirement Industry People Moves
HUB International acquires 401(k) Advisors; Creative Planning acquires Resource Management; GW&K Investment Management names new partner; and more.