4+ day, 8+ 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…...

1+ week, 1+ day ago   (367+ words) New investment options are a goal for 89% of surveyed sponsors, but a growing number want advisers to make the call. Retirement plan sponsors are turning to advisers for help and increasingly handing over plan decisions in the process. Fidelity Investments…...

1+ week, 4+ 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…...

2+ week, 1+ 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, 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…...

3+ week, 2+ day ago   (250+ words) More than one-quarter of surveyed Generation Z investors said they used sports betting as part of a long-term investing strategy, according to Betterment. Generation Z has a positive view of retirement, according to a new SoFi survey, but its approach…...

1+ mon, 2+ week ago   (144+ words) planadviser CBiz Inc., a national financial and advisory service provider, announced Thursday the launch of the CBiz Retirement Advantage PEP, a pooled employer plan for middle-market businesses. CBiz is the 3(16) fiduciary and 3(38) investment manager for the PEP, according to its…...

1+ mon, 3+ week ago   (477+ words) The board currently has three seats vacant—and any recommendations on Social Security would need congressional approval. A bipartisan quartet of senators introduced legislation that would task the Social Security Advisory Board with crafting a “base bill” to extend Social…...

1+ mon, 3+ week ago   (226+ words) Fiduciary Decisions Inc. released an investment benchmarking suite designed for defined contribution investment only sales teams, asset managers and retirement plan advisers. The DCIO Investment Lineup Benchmarking Suite is designed to generate reports for advisers or consultants at different stages…...

1+ mon, 3+ week ago   (430+ words) Delaying reform could trigger fiscal and debt crises in the next decade, according to the Mercatus Center. While discussions about reforming Social Security are nothing new, inaction poses grave risks of fiscal instability, according to a recent paper published by…...