ICMA-RC, a Washington, D.C.-based manager and administrator of retirement plans for public sector employers and employees, is changing its name to MissionSquare Retirement.
“The new name and brand reflect the company's values as we continue to advance our services to help community-focused employees thrive in retirement,” Lynne Ford, the firm’s president and chief executive, said in a statement.
ICMA-RC was founded almost 50 years ago to serve public workers.
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
The regulator is scrutinizing how some firms oversee concentrated positions in complex "worst-of" notes – and wants answers.
Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
