Veteran Plan Advisers Advocate for DB Expertise
Jim Robison and Tommy Ford, both members of the Retirement Advisor Council, explain why defined contribution plan advisers should include...
News
SageView Advisory Group Acquires $400M OnTrack 401(k)
The acquisition of the Maryland-based plan consultant closed on December 2.
DPL, Offering Commission-Free Annuities, Gets $23M in Funding
The investors include the venture arm of annuity seller and recordkeeper TIAA.
Transamerica Introduces 2 New Pooled Plans
One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.
Trump Picks SEC Alum to Chair Regulator
Paul Atkins, a digital assets advocate, has been designated the nominee to replace the outgoing Gary Gensler.
Prudential Promotes Global Investment Leader Sullivan to CEO
Charles Lowrey will remain chairman, with Andrew Sullivan running the insurer and asset manager and Jacques Chappuis taking over as...
1 Year in, Portability Services Network Covers 15,000 Retirement Plans
According to the network started by Retirement Clearinghouse to transfer ‘stranded’ workplace balances, it has more than 7,800 transactions in...
WAMCO Names New CEO as Former CIO Faces SEC Fraud Charges
Thomas Gahan will now lead Western Asset Management Co., while former CEO James Hirschman becomes chairman.
Financial Insecurity Weighs Heavily on Gen X
Struggling to balance debt, retirement savings and family responsibilities, members of Generation X face myriad financial challenges.
Kevin Hassett Announced as Trump’s Pick to Head National Economic Council
Hassett is known in the retirement industry for a paper he co-authored that expressed support for creating something similar to...
Cerulli Finds Growing Dominance in Fee-Based Advisory Programs
The rise of managed accounts and increase in holistic financial advice is driving the trend.
Nearly Half of Retirees Have No Formal Decumulation Strategy
A similar 46% say they get minimal to no guidance on decumulation from their employer or 401(k) provider, according to...
Advisory M&A News – 12/2/24
Avantax welcomes independent financial adviser; Hexure and Luma expand partnership to offer integrated life insurance and annuity solutions; NorthStar Insurance...
Moving Beyond SECURE 2.0
Retirement plan advisers discuss how they’re wrapping up 2024 with clients and preparing for the year ahead.
Economic and Market Outlooks for the Year Ahead
Next year’s outlook emphasizes growth from easing policies, AI and infrastructure.
401(k)s and the Courts in 2025
Plan forfeiture court decisions, Loper Bright’s use and potential DOL guidance shifts are all on the table, according to ERISA...
11 Republican AGs Sue BlackRock, State Street, Vanguard in ESG Case
The 11 states, led by Texas, allege the asset managers have been undercutting coal companies and driving up electricity prices.
MEPs and PEPs in the Pooled Marketplace
Although pooled employer plans get most of the headlines, multiple employer plans continue to play an important role in the...
Retirees Prioritize Community and Affordability in Post-Pandemic Housing Choices
Transamerica reveals the shifting priorities of retirees, with many relocating for family, finances or a fresh start.
Product and Service Launches – 11/27/24
Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Alera Group deploys TIFIN @Work’s AI-powered platform; Vanguard launches 2...