Alera’s Retirement Unit Adds Financial Wellness Director
Alera's retirement and wealth services divisions also name new chief investment officer.
Tag: retirement plan advisers
Adviser Product Partnerships – 8/30/23
IPX Retirement partners with benefits provider and advisory on plan solutions; FIDx adviser partnerships lead to $1B in annuity contracts;...
RiXtrema Launches AI-Driven 401(k) Client Engagement Tool
401kAI leverages artificial intelligence to analyze and summarize retirement plans and generate custom pitches, according to the technology firm.
Advisers: Roth Catch-Up Extension Welcome, Clarity Still Needed
Retirement plan advisers were happy to tell plan sponsors about the two-year Roth catch-up extension. But the hard work isn’t...
Goldman, Charlesbank to Invest in Pensionmark Parent World Insurance
The combined Goldman capital infusion would add up to $1 billion, fueling growth plans for areas such as retirement and...
Plan Adviser Industry Needs to Adapt to Get Younger, More Diverse
A panel of top advisers discusses how to shake up the typical hiring channels, and even how the industry is...
Advisory M&A
Innovest adds Jansson as retirement plan consultant; Wealth Enhancements adds $341M First Capital Advisors; Latimer joins Steward Partners in Florida...
Retirement Industry People Moves
Corebridge names Muderrisoglu head of investor and ratings relations; TIAA promotes Houser to head of institutional sales; Tifin Amp’s founder...
Florida, Georgia, and Rhode Island Rank Lowest for Employer-Sponsored Retirement Plans
Iowa, Idaho, and Montana came out on top when it comes to accessibility to workplace 401(k)s, according to analysis from...
Advisory M&A
Cetera seals Securian deal with 91% retention; Sequoia adds wealth manager with practice area focused on clients with special needs;...
SageView CEO Long to Step Aside as Firm Pushes Further into Wealth Management
Founder Long to take chairman role as John Longley, former SVB private wealth head, becomes CEO.
The PLANADVISER Interview: Vince Morris, President of Retirement and Wealth, OneDigital
The OneDigitial retirement plan leader says the aggregator’s company-wide focus on the employee guides its strategic growth.
73% of 401(k) Savers Would Like Personalized Investment Advice
Calculating the amount needed for retirement and identifying a retirement income stream are among the top needs for workplace savers,...
Epic Snags Recordkeeper Retirement Direct
Meanwhile, workplace retirement and benefits aggregator Mercer picks up $720M wealth manager.
Keep it Simple: Innovations in Small Plan Advisement, Management
Advisers and small plan 401(k) providers explain how the industry has evolved to do more—but make it feel like less—for...
Why Wealth Managers Are Engaging Small Retirement Plan Startups
The connection is strengthening between wealth managers and small workplace retirement plan providers to meet the needs of small business...
Plan Sponsors Want More Automatic Retirement Features to Help Unengaged Participants
A TIAA survey of 80 plan sponsors points to the need for plan sponsors, advisers and providers to provide a...
Retirement Industry People Moves
AdvicePay names Suaickie CEO as Moore shifts to board; Plan Sponsor University brings on Kelleher as consultant; Ascensus names retirement...
MarshBerry: Retirement M&A Up in First Half, Bucking Overall Trend
Of the 18 retirement deals through the first half of 2023, 2 came from wealth advisories ‘dipping their toes’ in...
Alera Retirement Unit Adds Large-Plan Expert
Insurance, retirement and wealth management aggregator’s hire of Bryan Hissong is part of strategic effort to build out retirement plan...