2+ day, 17+ hour ago   (190+ words) A large percentage of financial advisers—including those who work with retirement plans—are older than 50, and close to 40% are expected to retire within the next 10 years, according to research from Cerulli Associates and Commonwealth. To continue serving plan sponsors…...

2+ day, 19+ hour ago   (395+ words) Mobile apps ‘significantly outperform’ websites in participant reviews, according to a study by JD Power. A plan sponsor’s provider choice matters, and the participant digital experience can play an important role in dictating that, according to the J.D. Power…...

4+ day, 14+ hour ago   (165+ words) Altruist adds financial planning to Hazel; Affiliated Advisors launches initiative with FINNY; and Archive Intel partners with Zocks for AI reviews. Hazel and the new agent are available to firms regardless of whether they custody assets with Altruist. Hazel builds…...

4+ day, 15+ hour ago   (263+ words) U.S. Senators Elizabeth Warren, D-Massachusetts, and Ron Wyden, D-Oregon, on August 20 wrote to the Financial Industry Regulatory Authority urging the brokerage industry’s self-regulator to require firms enable customers to lock their accounts to help fight fraud. After receiving direct outreach from…...

1+ week, 5+ day ago   (211+ words) Ai Global Solutions adds financial services practice; Practifi launches Sentir CRM; and Security Risk Advisors releases ScalrCALR AI. Ai Global Solutions, a provider of artificial-intelligence-driven business solutions, launched its financial services practice. Drawing on AiGS’ more than 20 years of experience…...

2+ week, 4+ day ago   (631+ words) Remote financial wellness programs can improve retirement saving behavior, but surveyed consumers still prefer personal or hybrid communication with advisers. Digital tools are becoming a bigger part of the financial advice and wellness landscape, but new research suggests they may…...

2+ week, 1+ day ago   (328+ words) The state-facilitated retirement program is expected to launch next July. The governing board of Washington Saves, Washington’s state-facilitated individual retirement account program, issued this week a request for proposals seeking a program administration provider, as well as a request for…...

2+ week, 3+ day ago   (691+ words) For defined contribution investment only companies, competition has never been tougher, as large asset managers continue to leverage scale, distribution reach and technology investments to gain market share. At the same time, experts say, the rise of managed accounts, retirement…...

2+ week, 5+ day ago   (403+ words) Boosted.ai introduces AI investment committee; iPipeline rolls out API hub; Alliant Insurance acquires Nava to create AI model; and more. Boosted.ai, an agentic artificial intelligence tool for investment management, released Alfa Prime, a multi-model AI “investment committee” that…...

3+ week, 2+ day ago   (915+ words) Last year’s cohort of PLANADVISER Emerging Leaders share what makes them excited about the future of their field. From making a difference in retirement plan participants’ lives to integrating artificial intelligence in their workflows and new products into defined contribution…...