4+ day, 9+ hour ago   (166+ words) Fintech company Envestnet Inc., which serves $8 trillion in platform assets, is acquiring Vestmark Inc., a provider of portfolio management technology, and trading and outsourced investment management services. Envestnet’s assets include those it has under management and under administration, plus some…...

1+ week, 2+ day ago   (1177+ words) Alight names wealth solution leader; Council of Institutional Investors appoints executive director; Merit Financial Advisors hires chief technology officer; and more. Alight, Inc., a benefits administration provider of health, wealth and leave solutions, named Bruce E. Wolfe as senior vice president,…...

1+ week, 5+ day ago   (747+ words) Few deny the savings power of payroll deductions, whether paying into Social Security or saving into a retirement plan. Workers are enrolled in a retirement plan, money moves automatically from payroll into an account, and inertia begins working in favor…...

1+ week, 5+ day ago   (999+ words) For many retirement plan advisers, micro plans have long posed a difficult question: Are plans with just a handful of participants worth the time, effort and resources required to serve them? Nate Moody, a partner in and senior adviser at…...

1+ week, 6+ day ago   (404+ words) Pension plans and multiemployer plans use the heightened rates for valuation and funding purposes. The Pension Benefit Guaranty Corporation updated last week four categories of interest rates that single and multiemployer pension plans use for valuation and funding purposes. The…...

2+ week, 2+ day ago   (782+ words) Last year’s group of PLANADVISER Emerging Leaders share what the incoming class should keep in mind for their year of recognition. The 2025 cohort of PLANADVISER Emerging Leaders offered a range of advice for the 2026 class, emphasizing hands-on experience, professional networking,…...

2+ week, 4+ day ago   (258+ words) Under the definitive agreement, Altruist will operate as a standalone business and retain its current leadership and operating model. Vanguard today announced a definitive agreement to acquire Altruist, a wealth technology and custody platform for financial advisers. The acquisition is…...

2+ week, 5+ day ago   (220+ words) While transaction volume fell slightly year-over-year from 132 deals in the first half of 2025, the scale of acquisitions grew considerably. Fidelity found that total client assets acquired were 88% higher than last year’s half–year mark, which, according to the report, highlights…...

3+ week, 2+ day ago   (435+ words) Surveyed parents strongly supported financial education, but say their children are getting less instruction in investing and retirement planning. That support did not necessarily mean parents knew what their schools were providing. Only 63% of all parents said they were aware…...

3+ week, 2+ day ago   (211+ words) The offering, set to launch in September, will allow advisers to provide investment recommendations that clients can review and implement themselves. Launching in September, with an open waitlist for advisers already available, the offering will enable advisers to provide ongoing…...