When required minimum distributions begin, QCDs can reduce or eliminate the income tax on the RMD income — if the timing is right.
More than 650 employers in the state will be sent notices that they're not in compliance. Fines start at $250 per employee.
The former UBS chief was named co-chair of recently rebranded NewEdge Capital Group.
The Addepar platform tracks how investment portfolios perform across asset classes by aggregating data from client portfolios and overall market performance.
The fund giant says it also added $20 billion in defined-benefit assets last year.
Wrenn Financial Strategies in Raleigh, North Carolina, is the firm's latest acquisition.
Hugh Lau is leaving D.A. Davidson to start his own firm in Lincoln, Nebraska.
Aggregators realize that in-plan retirement income solutions are needed, while CIOs understand that advisers need to be able to help participants navigate the myriad of benefits offered at work.
A mobile app update removed some functionality and was lampooned on social media sites and in online reviews last year. A website malfunction weeks later couldn’t have come at a worse time.
Less than a third of employers offer such services in some form, most often as it relates to retirement saving. And when the services are available, plan participants tend not to use them.
HawsGoodwin Investment Management is based in Franklin, Tennessee.
Choir uses proprietary algorithms to measure the diversity of a conference's speakers.
Viewpoint Financial Network is firm’s 14th acquisition in last six months.
Clients are increasingly connected via mobile devices, and wealth management tech providers are betting advisers will want to reach clients using texts.
InvestmentNews is now accepting nominations for our 40 Under 40 awards. We're looking for amazing professionals within the finance industry who are leading and inspiring others.
There were 3.3 million, or 7%, more retirees as of October 2021 than in January 2020, according to research by the St. Louis Federal Reserve.
Given the disconnect between what ESG investors expect and what some ESG funds are actually investing in, it's time for some serious reputation risk management.
Naples-based Cordasco Financial Network was founded in 2011.
The agreement is separate from a $6.6 million payment the company previously made and requires it to add a brokerage window to its plan.
Financial advisers could fill the void when it comes to clients' questions about when to claim benefits.
