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Can AI explain annuities better than a human advisor?
This AI product doesn't want to take your job, and it might make it easier.
Tifin, Franklin Templeton partner on financial wellness solution
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
Industry, investor advocates square off in comment letters about DOL advice rule
Battle lines drawn again as trade associations call on DOL to withdraw proposal, while proponents say measure fills a regulatory gap.
Catholic 401(k) MEP will screen funds for morality
A forthcoming multiple-employer plan aims to help nonprofit and for-profit Catholic affiliates avoid exposure to investments that Catholics might find objectionable.
Record number of pension-risk transfer contracts sold in Q3: Limra
The number of contracts sold in the third quarter marks a 39% increase from the prior year.
What’s behind Vestwell’s $125M Series D funding?
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
Aon buys wealth manager for $13.4B
The deal for NFP will bring together a shared commitment to client excellence, the companies say.
Advising armed forces members past and present
Andrew King, co-head of Tax Policy & Research for Goldman Sachs Ayco, explains how to help U.S. service members and veterans avoid a battle with federal bureaucracy to get financial benefits.
US pension plans pour billions into private credit
Calpers among plans with around $100B invested in the growing sector.
Americans pledge to make positive changes to finances in 2024, says Allianz
With inflation stressing people out, they are prepared for action in the new year.
Gen Xers will not retire comfortably, Schroders finds
Advisors say the age at which people retire and the definition of retirement are changing.
Want to roll a Roth IRA over to a Roth 401(k)? You can’t, yet
Congress is trying to address the incompatibility of the accounts as state auto-IRA programs proliferate.
Edelman buys $1.5B New England retirement firm
The deal for New England Pension Plan Systems is the third acquisition for Edelman Financial Engines this year.
DOL hearing parses intersection of ‘best interest’ and annuity sales
'It’s crystal clear for the prospective client that the insurance producer is selling,' says an insurance industry representative.
Young Americans not yet saving for retirement, they have other priorities for their dollars
Edward Jones shares insights from financial advisors about young adult clients.
Industry opponents call on DOL to withdraw retirement advice proposal
On day one of public hearing, critics argue potential new measure will alienate some clients and is 'overbroad, unnecessary and inconsistent.'
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data and reputation.
Many clients carrying ‘money trauma’ into their future
Report finds 79% of Americans have created a budget and are aggregating accounts in wake of inflation.
Captrust picks up $1.1B RIA Trutina Financial
The firm has added about $14 billion in assets this year through eight acquisitions.
Individual annuity sales to surpass $300B annually, says Limra
Sales will escalate in 2024 and 2025 according to a new forecast.
