Tag: retirement plan advisers

NFP appoints Joel Shapiro as president of retirement division; Nationwide taps Cheryl Thompson for head of retirement solutions operations. 

Adviser Investments and Ropes Wealth combine to make $15B RIA; Sanctuary snags another advisory from Merrill; Trusted Wealth brings $465M...

IRI announces new appointments to board of directors; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice...

Nationwide Retirement Institute recommends that advisers and recordkeepers work to help participants maintain their financial futures.

With job turnover rates remaining high, advisers discuss how to manage retirement plan committee churn.

The digital recordkeeping platform will be available to JP Morgan's 401(k) product for small businesses, following the partnership.

A recent survey shows that advisers are doing more in-person meetings amid overall increased client touchpoints.

Experts in the insurance and asset management industries have launched Annuity Research & Consulting to advise 401(k) plan sponsors and...

As an independent advisory, the firm expects to be more ‘nimble’ in meeting both adviser and client needs.

LGP has taken a minority stake in the insurance, retirement and wealth management aggregator to build on what the firm...

USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.

Experts at the PLANADVISER/PLANSPONSOR 2023 HSA Conference pointed out many similarities between HSA contributions and 401(k) plan contributions.

The majority (42%) believe it will be a “short and shallow” decline, according to an annual Nationwide survey.  

Freedom Fiduciaries seeks to manage plan fiduciary duties so smaller financial advisories can focus on client relationships, wealth management.

Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser;...

Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...

SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANADVISER webinar. 

The retirement and investing aggregator will bring on Huntington’s 1,300 employees focused on workplace savings plans.

Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial...

A panel of plan sponsors note both tangible and intangible traits they seek in retirement plan advisers.