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Voya launches holistic platform for plan participants
RETIREMENT PLANNING SEP 16, 2022
Voya launches holistic platform for plan participants

The digital platform, myVoyage, integrates account balances in defined-contribution retirement plans with guidance and information about external accounts.

EBRI CEO Lori Lucas to retire
RETIREMENT PLANNING SEP 16, 2022
EBRI CEO Lori Lucas to retire

Lucas has headed the nonprofit employee benefit research group since 2018.

Fed expected to raise key rate to 4% by year-end
RIA NEWS SEP 16, 2022
Fed expected to raise key rate to 4% by year-end

A survey found economists are predicting a 75-basis-point hike by the Federal Reserve next week.

Wealth Enhancement Group acquires $1.6 billion RIA
RIA NEWS SEP 15, 2022
Wealth Enhancement Group acquires $1.6 billion RIA

Milwaukee, Wisconsin-based Sadoff Wealth Management was founded in 1978 by Ronald Sadoff.

SEC slaps B-D with $100,000 penalty for not registering as muni adviser
FIXED INCOME SEP 15, 2022
SEC slaps B-D with $100,000 penalty for not registering as muni adviser

Chicago’s Loop Capital Markets helped an unnamed Midwestern city buy fixed-income securities.

Jeff Benjamin wins Eddie Award for series on adviser niches
RIA NEWS SEP 15, 2022
Jeff Benjamin wins Eddie Award for series on adviser niches

The award from Folio Magazine recognizes journalism excellence.

Social Security recipients should see sizable COLA for 2023
RETIREMENT PLANNING SEP 15, 2022
Social Security recipients should see sizable COLA for 2023

Tuesday's report on August consumer prices points to an 8.7% cost-of-living adjustment to Social Security benefits next year.

Duo managing $298 million at Wintrust shift to Baird
RIA NEWS SEP 14, 2022
Duo managing $298 million at Wintrust shift to Baird

Scott Park and Aimee Morrin join firm’s Oak Brook, Illinois, office.

Morgan Stanley adviser managing $185 million joins Ameriprise
WIREHOUSES SEP 14, 2022
Morgan Stanley adviser managing $185 million joins Ameriprise

Kim Garrison is moving to the firm's employee channel in Springfield, Missouri.

Nationwide offers income projection tool for retirement plans
RETIREMENT PLANNING SEP 13, 2022
Nationwide offers income projection tool for retirement plans

The insurer is using a financial projection engine from NewRetirement to power an interactive retirement planner.