Deals & People September 9th, 2025 2025 Top Retirement Plan Adviser: David Hanson Thoughts from David Hanson, with IIS Financial Services.
Deals & People September 9th, 2025 2025 Top Retirement Plan Adviser: Joseph Cravotta Thoughts from Joseph Cravotta, with Henderson Brothers Financial Partners.
Deals & People September 9th, 2025 Envestnet Plans $1B R&D Spend Over 5 Years The company’s goals include improving its managed account infrastructure and increasing access to investing in alternatives.
Products & Services September 9th, 2025 Broadridge Acquires Retirement Plan Technology Provider iJoin There are ‘strong synergies’ between iJoin's data services and Broadridge's retirement plan servicing capabilities, according to the announcement.
Data & Research September 9th, 2025 Why Flexible Working Arrangements Have Staying Power A recent study found that corporate plan sponsors' top reasons for offering flexibility were work-life balance, talent attraction and retention.
Data & Research September 9th, 2025 ‘Quiet’ August for 401(k) Trading, Per Alight During August, 18 out of 21 trading days favored fixed-income funds, according to Alight Solutions.
Compliance September 8th, 2025 Thrift Savings Plan Awaits Congressional Permission for Private Investments The $895 billion of retirement assets in the nation’s largest defined contribution plan is off limits to private market investments—for...
Products & Services September 8th, 2025 Risr Launches Tools for Advisers’ Succession Planning The engagement platform’s Succession & Exit Planning tool aims to be ‘first of its kind’ for financial advisers.
Deals & People September 8th, 2025 Cerity Partners, Graypoint Announce Merger Daniel Nolan, Graypoint’s president and CEO, will be a partner in and vice chairman of Cerity Partners.
Compliance September 8th, 2025 DOL Will Replace Biden-Era Independent Contractor Rule The agency has not been enforcing the 2024 rule and will consider a new one, using pre-2024 standards in the...
Compliance September 8th, 2025 Industry Groups Press DOL for Firm Rules on Private Investments in DC Plans Last month, President Donald Trump's executive order gave the Department of Labor six months to provide its regulatory agenda.
Data & Research September 5th, 2025 PE Ownership Expands Into Midsize, Small RIAs Private equity firms now own nearly one-quarter of registered investment advisers’ assets under management, according to AdvizorPro.
Deals & People September 5th, 2025 Retirement Industry Deals and People Moves – 9/5/2025 Pirrello to join DCIIA as COO in 2026; Vanguard taps Natalie Lamarque as chief legal officer; Connecticut governor appoints TRA’s...
Deals & People September 5th, 2025 UMB Healthcare Services Buys More Than 8,000 HSAs The financial services company also acquired about $32.5 million in related deposits from Old National Bank.
Data & Research September 5th, 2025 Fidelity Retirement Accounts Surge Back to Record Highs in Q2 Robust savings and a market rebound pushed balances higher, with ‘401(k) millionaires’ reaching a new peak.
Compliance September 5th, 2025 AARP Attorneys Join ERISA Lawsuit Against TIAA Attorneys from the AARP Foundation are co-counsel in a lawsuit that claims TIAA invested plan participants’ retirement funds in a...
Deals & People September 5th, 2025 Crane Joins Lincoln Financial to Lead Retirement Plan Services After seven years at Ascensus, Jason Crane will oversee all strategy and execution for Lincoln’s Retirement Plan Services business.
Compliance September 5th, 2025 DOL Agenda Commits to Replacing ESG, Fiduciary Rules The U.S. Department of Labor released 150 regulatory proposals, including reversals of Biden-era Environmental, Social and Governance rules and the...
Data & Research September 4th, 2025 NQDC Plans Remain Valuable Part of Executive Compensation More than two-thirds of surveyed benefits decisionmakers said they used nonqualified deferred compensation plans to retain executives, according to NFP.
Deals & People September 4th, 2025 Northern Trust Asset Management Picks Co-CIO for President Michael Hunstad, co-CIO of Northern Trust Asset Management, has succeeded Daniel Gamba as president.