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Broadridge launches effort to create retirement income solutions in plans
RETIREMENT PLANNING MAY 06, 2022
Broadridge launches effort to create retirement income solutions in plans

Retirement Income Consortium members include major investment, plan managers.

Small employers are interested in PEPs, survey finds
RETIREMENT PLANNING MAY 06, 2022
Small employers are interested in PEPs, survey finds

Businesses want more information about pooled employer plans, but they're not ready to act.

Advisor Group adds CAIS alts platform
ALTERNATIVES MAY 06, 2022
Advisor Group adds CAIS alts platform

The addition gives access to a menu of alternative investment products, including hedge funds, private equity, real estate and private credit.

Inflation could give DB plans a boost, Cerulli says
RETIREMENT PLANNING MAY 05, 2022
Inflation could give DB plans a boost, Cerulli says

Rising rates drive down defined-benefit plan liabilities and raise their funded ratios.

Franklin subsidiary rolls out more custom ESG tweaks for SMAs
FINTECH MAY 05, 2022
Franklin subsidiary rolls out more custom ESG tweaks for SMAs

The service has more data visualization, ESG-specific performance reporting and allows country exclusions.

Raymond James adds $580 million Wells Fargo team
INDEPENDENT BROKER DEALERS MAY 04, 2022
Raymond James adds $580 million Wells Fargo team

The four advisers will operate as Heberle Helm Ferguson Group in Monroeville, Pennsylvania.

10 IBDs with the most CFPs
INDEPENDENT BROKER DEALERS MAY 04, 2022
10 IBDs with the most CFPs

As the number of certified financial planners grows, here are the independent broker-dealers who employ the most CFPs.

EP Wealth Advisors acquires $349 million RIA firm
RIA NEWS MAY 03, 2022
EP Wealth Advisors acquires $349 million RIA firm

The acquisition of Vantage Advisors, a St. George, Utah-based firm, expands EP Wealth’s existing footprint in Utah to three locations.

First-quarter annuity sales driven by record sales in March
LIFE INSURANCE AND ANNUITIES MAY 03, 2022
First-quarter annuity sales driven by record sales in March

Total US annuity sales rose 4% to $63.6 billion, according to the Secure Retirement Institute.

Beacon Pointe buys firms managing $550 million
RIA NEWS MAY 02, 2022
Beacon Pointe buys firms managing $550 million

The acquisitions add presence in Carlsbad, California, and Indianapolis.