US Recession Talks Get Louder
A range of banks and broker/dealers have raised the specter of a U.S. recession as the April 9 tariff deadline...
News
Broadridge Introduces Global Digital Assets Solutions
The company created its Digital Asset Solutions to support the growing demand for disclosure and governance solutions for cryptocurrency and...
Senate Bill Seeks to Reverse Retirement Plan Crypto Warning
Introduced by Senator Tommy Tuberville, R-Alabama, the Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency...
First Quarter of 2025 Sees High 401(k) Participant Trading Activity
Alight Solutions found high levels of trading in retirement plans in the first quarter of this year, as 0.77% of...
Cetera Introduces Emergency Planning and Communications Kit for Advisers
The company’s E-PACK kit offers templates for disaster preparedness and business continuity to help financial professionals safeguard their practices and...
Understanding the Consolidated Appropriations Act of 2021
On a recent webinar, experts spoke about the requirements for plan sponsors and health plan fiduciaries to closely monitor the...
Investment Strategists Predict Which Sectors Will Perform in a Trade War
While cars, tech and retail are expected to be hit hard, healthcare and other service-oriented sectors are likely to fare...
Retirement Industry People Moves – 4/4/25
Allspring Global Investments to get new CEO; Wellington Management names head of US wealth; WTW makes Health, Wealth & Career...
Elimination of ACA Tax Credits Could Cause Millions to Lose Health Coverage
In an attempt to reform the ACA, the administration of President Donald Trump on March 10, amended regulations governing insurance...
Product and Service Launches – 4/4/25
Voya expands TDF solutions with CIT blend series; SMArtX launches BlackRock's Advisor Center on platform; CAIS introduces alternative investments models...
Financial Professional Usage Increasing, Digital Advice Leveling Off
Two-thirds of households plan to continue saving more, particularly in taxable and retirement accounts.
Analysts, Institutional Investors React to Trump Tariffs
Analysts at several firms have pointed to the possibility that the most recently announced tariffs are a negotiating ploy, as...
Workers Show Social Security Knowledge Gaps
Although older workers understand the benefit better than their Millennial and Gen Z peers do, all could be better educated,...
T. Rowe Price Introduces Adviser Social Security Analyzer Tool
Along with the tool, the company is offering a range of content for advisers and clients through its "Power of...
HSA Assets Grow to Nearly $147B in 2024
While balances are up, Devenir reported, continued seasonality was evident in the share of accounts that are not funded at...
Annuities Can Make Client Relationships ‘Sticky,’ but Misunderstandings Persist
Almost 78% of financial professionals report that clients have negative preconceptions about annuities, making it more difficult to foster a...
PRT Lawsuits Get Split Rulings in District Courts
A lawsuit against Lockheed Martin over pension risk transfers it conducted with Athene will continue, whereas a similar lawsuit against...
Popularity of No-Load Mutual Funds Whittles Down Fees
Expense ratios for mutual funds and ETFs have plunged over the past 28 years, per an ICI report.
Does the 4% Rule Still Stand?
The spending rule has been around for 30 years, but experts are rethinking traditional drawdown approaches in light of longevity...
What to Know About Adding Income to a Plan Lineup
How the regulatory landscape dictates the selection of a retirement income solution—and how advisers can frame the discussion with clients.