Lincoln Financial Group has launched a qualified default investment alternative, or QDIA, program that it has built with Stadion Money Management.
Known as StoryLine Dynamic, the QDIA program is designed to evolve with plan participants and transition their investments to a more custom, personalized allocation strategy as they near retirement age. Built with Stadion’s technology, the QDIA combines a target-date fund for younger individuals and Stadion’s StoryLine managed account service for participants aged 50 and older.
According to research from Lincoln Financial, more than a third of plan participants report not understanding what investments to choose or how to manage investments as they age, Lincoln said in a press release.
With growth topping succession as the leading M&A driver, referral programs are a top of mind consideration for advisory firms making moves as Goldman Sachs, Pershing and Robinhood consider entering the referral market.
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership.
The rush of SEC applications, which also includes JPMorgan and Schwab, reflect growing optimism over the tax-busting fund structure.
The half-dozen teams who joined the hybrid RIA in the early innings of 2025 have lifted it past a key asset milestone.
Meanwhile, GPB senior executives' sentencing for fraud pushed to May.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.