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Retirement Industry People Moves
M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative Planning acquires Paradigm Financial Advisors; and more.
Retirement Industry People Moves
OneDigital acquires Gouldin & McCarthy; Kingswood U.S. adds seven financial advisers; Mercer Advisors acquires Cordasco Financial Network; and more.
Cover Story
A Shift in the Tech Landscape
The pandemic forces advisers to rethink their business models and integrate technology.
A Q&A With QMA’s David Blanchett
David Blanchett, QMA’s newest managing director and head of retirement research, talks about the evolving role of DC plans and workplace investing—including the interplay of target-date funds, personalization...
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‘Like’ Me
How to procure, and use, client endorsements to advertise your practice.
Cover Story
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
Adviser Op-Ed: Addressing the Retirement Plan Provider Disconnect
In today’s challenging operating environment, the adviser must not only provide sound advice for their client but take on multiple roles—including play caller and coordinator.
Americans Are Becoming More Optimistic About the Economy
As more people are getting vaccinated, they expect pent-up demand will lead to a boost.
Retirement Industry People Moves
BNY Mellon recruits former State Street managing director; Voya Financial adds to leadership team; Schroders announces changes within leadership team; and more.
Senators Talk GameStop, Meme Stocks, Payment for Order Flow and More
Who gets to define best execution? Is T+1 or T+2 better for market stability? What even is payment for order flow? The Senate Banking Committee tackled all these...
Retirement Industry People Moves
TIAA announces new president and CEO; Advisor Group brings in financial experts; managing director joins client development team at Strategic Investment Group; and more.
The Inside Take: CAPTRUST’s Cammack Acquisition
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is...
Advisers Giving Back: Gallagher and the Special Olympics
Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting difference in communities across the U.S. and the...
Best Candidates for Annuities
Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best.
Advisers Giving Back: Winfred Boyce Jr.
Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the Tuskegee Airmen’s Atlanta Chapter runs deep and reflects...
Practice Management
Cures for Virtual Meeting Fatigue
… plus a prescription for improving your presenter skills.
15th Anniversary of RPAY: Mike Goss and Fiduciary Investment Advisors
The firm has grown tremendously since it was recognized as the Retirement Plan Adviser Team of the Year in 2009, and it recently underwent a significant merger.
Should Fixed Income Come First in Glide Path Discussions?
The equity side of the portfolio tends to get a lot of air time, but experts agree that a more balanced approach should increase the likelihood of participants...
Retirement Industry People Moves
TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and more.
CIT Expertise Puts Advisers in the Driver’s Seat
Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and...