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Hub International acquires retirement consulting firm
Renaissance Benefit Advisors Group focuses on helping plan sponsors with their fiduciary responsibilities.
Morningstar, Envestnet team up to revolutionize IRA advisory space
New solution will enable asset managers to empower small-balance IRA holders.
Social Security do-overs and lump sums
People who claimed Social Security early and now regret it have two opportunities to reverse that decision.
Would you like your 401(k) with a side of emergency savings?
The Secure 2.0 Act will let employers add emergency accounts for workers next year, and fintechs are gearing up.
Captrust adds Normann Financial
The Sanford, North Carolina-based firm oversees $1.3 billion in assets.
The insurance industry really doesn’t like the DOL’s proposed rule
Independent agents who sell annuities could be fiduciaries for the first time.
How much can your clients add to their 401(k) and other plans in 2024?
IRS announces increased contribution limits for retirement savings plans.
Millions of Americans will be financially burdened by caregiving responsibilities
TIAA Institute report reveals many caregivers are young adults, and how advisors can help.
Tribalism threatens the DOL investment advice rule
'The best kind of regulation is when the private sector works with regulators to craft regulation that is efficient, effective, workable and narrowly targeted,' says the architect of the Obama DOL's fiduciary rule.
DOL’s rule would add a lot of fiduciaries into the mix
But even those who already work in a fiduciary capacity will be affected, one lawyer says.
Biden criticizes advisors who prioritize their pay over clients’ returns
'I just want you to know we're watching,' President Biden warns advisors who put their own interests above needs of clients.
Creative Planning adds Mesirow’s retirement plan advisory team
The corporate retirement group at Mesirow serves more than 350 plans that have about $13 billion in assets under advisement and management.
How 401(k)s, 529s factor into the new FAFSA
The forthcoming application for Federal Student Aid will have some big changes that will help some families and hurt others.
DOL takes aim at ‘junk fees’
New proposal wants to rework definition of a fiduciary and 'close loopholes.'
HSA fees fall, but their use as investment vehicles remains limited
'Just as we deliver education for 401(k)s, we need to do the same thing in the HSA space … to help plan participants and sponsors understand just how powerful these vehicles can be,' says a financial advisor.
Silver-coin IRA seller settles with CFTC over alleged $68M fraud
Safeguard Metals allegedly steered retirees who cashed out of IRAs toward high-markup silver coins
Record demand for RILAs pushes Q3 annuity sales to new heights
Total annuity sales increased 21% to $270.6 billion through the first nine months of 2023, Limra reports.
Federal auto-IRA would crowd out private-sector plans, critics say
'Why would any business owner maintain a retirement plan if the federal government is going to take over all the costs and responsibility of providing retirement benefits?' says the CEO of a trade group representing plan sponsors.
Focus Financial announces retirement of founder Rudy Adolf
Dan Glaser, the chairman of the company's board, has been appointed interim CEO, effective immediately.
How to unravel complicated 2023 RMD rules
It’s no simple task to determine which clients are subject to required minimum distributions this year, and which aren’t.
