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planadviser.com
4 小时
SageView Advisory Group Acquires $400M OnTrack 401(k)
SageView Advisory Group announced the acquisition of OnTrack 401 (k), a Maryland-based retirement plan consulting firm with ...
planadviser.com
6 小时
DPL, Offering Commission-Free Annuities, Gets $23M in Funding
DPL Financial Partners LLC, which offers advisers access to commission-free annuities, has gotten a $23 million nod of ...
planadviser.com
8 小时
Transamerica Introduces 2 New Pooled Plans
Transamerica is active in PEPs, group of plans and multiple employer plans. In June, it launched a new PEP with SageView ...
planadviser.com
8 小时
Trump Picks SEC Alum to Chair Regulator
Atkins served as an SEC commissioner under President George W. Bush from 2002 through 2008, focusing on the financial ...
planadviser.com
11 小时
Prudential Promotes Global Investment Leader Sullivan to CEO
Charles Lowrey will remain chairman, with Andrew Sullivan running the insurer and asset manager and Jacques Chappuis taking ...
planadviser.com
13 小时
1 Year in, Portability Services Network Covers 15,000 Retirement Plans
According to the network started by Retirement Clearinghouse to transfer ‘stranded’ workplace balances, it has more than ...
planadviser.com
1 天
Cerulli Finds Growing Dominance in Fee-Based Advisory Programs
Over the past decade, assets in fee-based systems, such as managed account programs and those overseen by registered ...
planadviser.com
1 天
Financial Insecurity Weighs Heavily on Gen X
Struggling to balance debt, retirement savings and family responsibilities, members of Generation X face myriad financial ...
planadviser.com
1 天
Nearly Half of Retirees Have No Formal Decumulation Strategy
A similar 46% say they get minimal to no guidance on decumulation from their employer or 401(k) provider, according to a ...
planadviser.com
1 天
WAMCO Names New CEO as Former CIO Faces SEC Fraud Charges
Embattled investment manager Western Asset Management Co. announced Tuesday the appointment of Thomas Gahan as president and ...
planadviser.com
2 天
Moving Beyond SECURE 2.0
Chuck Williams, founder, CEO and senior consultant at Finspire LLC, says he and his team are finally in a position to stop ...
planadviser.com
2 天
Economic and Market Outlooks for the Year Ahead
In their annual outlooks, J.P. Morgan Asset Management, Invesco and T. Rowe Price underscored the significance of ...
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