Fiduciary Training for Female Advisers
An initiative led by OneAmerica’s Sandy McCarthy and Broadridge seeks to advance the careers of more women in an industry...
Tag: OneAmerica
Product & Service Launches – 3/14/24
Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.
OneAmerica Announces Rebrand to OneAmerica Financial
The firm’s logo and website will both be updated in an effort to clarify the focus of the Indianapolis-based company’s...
Mentorship Can Provide Clear Benefits for Women in Retirement Sector
OneAmerica experts said women in the retirement profession can find valuable relationships with both female and male mentors.
DOL’s Khawar Says ‘Partnership’ Needed to Combat Cyber Risks
The principal deputy assistant secretary for EBSA discusses how plan fiduciaries have been using DOL best practice guidance, and why...
Investment Advisers Assume Lower Market Returns, See ‘Safe’ Withdrawal Below 4%
A number of advisers to RIAs are predicting lower historical growth rates on stocks and bonds, posing challenges for retirement...
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”...
OneAmerica Teams Up With Benartzi on New Retirement Income Product
The personalized strategy to provide a monthly retirement paycheck was designed by behavioral economist Shlomo Benartzi; a pilot program is...