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US pension plans pour billions into private credit
Calpers among plans with around $100B invested in the growing sector.
Americans pledge to make positive changes to finances in 2024, says Allianz
With inflation stressing people out, they are prepared for action in the new year.
Gen Xers will not retire comfortably, Schroders finds
Advisors say the age at which people retire and the definition of retirement are changing.
Want to roll a Roth IRA over to a Roth 401(k)? You can’t, yet
Congress is trying to address the incompatibility of the accounts as state auto-IRA programs proliferate.
Edelman buys $1.5B New England retirement firm
The deal for New England Pension Plan Systems is the third acquisition for Edelman Financial Engines this year.
DOL hearing parses intersection of ‘best interest’ and annuity sales
'It’s crystal clear for the prospective client that the insurance producer is selling,' says an insurance industry representative.
Young Americans not yet saving for retirement, they have other priorities for their dollars
Edward Jones shares insights from financial advisors about young adult clients.
Industry opponents call on DOL to withdraw retirement advice proposal
On day one of public hearing, critics argue potential new measure will alienate some clients and is 'overbroad, unnecessary and inconsistent.'
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data and reputation.
Many clients carrying ‘money trauma’ into their future
Report finds 79% of Americans have created a budget and are aggregating accounts in wake of inflation.
Captrust picks up $1.1B RIA Trutina Financial
The firm has added about $14 billion in assets this year through eight acquisitions.
Individual annuity sales to surpass $300B annually, says Limra
Sales will escalate in 2024 and 2025 according to a new forecast.
Most people value a financial advisor; the challenge is signing them up
Allianz study reveals substantial gap between aspiration and action.
Planning ethos shaped by grandfather’s health crisis
'Once you enter the distribution phase of retirement, the strategy changes,' Troy Sharpe says. 'It's about understanding the impact of today's decisions on future security.'
Pontera raises another $60 million
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
Millennials more retirement ready than boomers, study finds
Three investment options that weren't available to boomers are working to millennials' advantage.
Social Security in 2024 and beyond
Benefits will be higher next year, but long-term financial concerns persist.
White House, others question annuity safeguards
Once again, annuities are at the heart of a debate over retirement savings and investor protection. The DOL says state oversight of sales of the products isn’t strong enough.
IBM’s pension idea and the future of retirement plans
The unusual addition of a cash balance plan could benefit the company and, observers say, workers.
Holiday gift tax planning for IRAs
The big tax benefits come in the way gifts can be used in conjunction with retirement accounts.
