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...
Tag: retirement plan advisers
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...
Fiducient Advisors Names Long CIO
Bradford Long, current chair of the firm's investment committee, will be replacing Matthew Rice as chief investment officer.
DeVoe Predicts First Down Year for RIA M&A in Almost a Decade
High interest rates, inflation and uncertainty are depressing RIA dealmaking.
Retirement Industry People Moves
SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; CalPERS names Teykaerts executive director, replacing...
AI Meets Retirement: How Newfront is Mining 5500s, Leveraging Chatbots
The tech-focused advisory recently brought its AI-driven benefit solutions to Congress. This fall, it will be using AI capabilities to...
Investment Service and Product Launches
Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.
Pontera CEO: Advisers Agnostic as to Where Retirement Assets Sit
The fintech firm connecting advisers to 401(k) account management announced another in a string of partnerships Thursday with Founders Financial,...
Fiducient Advisors Names Sabrina Bailey CEO
Fiducient brings on retirement and asset management veteran from the London Stock Exchange.