3+ day, 20+ 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…...

3+ day, 22+ 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…...

5+ day, 18+ 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…...

5+ day, 19+ 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, 2+ day ago   (248+ words) planadviser Retirement plan adviser and wealth management firm Prime Capital Financial announced Tuesday its launch of an endowments and foundations practice, offering these clients outsourced CIO and other fiduciary management services. The new business line will provide tailored investment management,…...

1+ week, 6+ 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, 2+ day ago   (185+ words) Recognizing the next generation of leaders in the retirement plan advisory industry. Anyone working with a person who has Emerging Leader qualities may nominate that person, and self-nomination is allowed. If a nomination comes from a colleague besides the firm’s…...

2+ week, 4+ day ago   (397+ words) Mercer Advisors acquires NorthAvenue Financial Advocates; LPL adds Conte Wealth Advisors; Carson Group adds 2 new advisers to independent channel; and more. Mercer Global Advisors Inc., a registered investment adviser, acquired NorthAvenue Financial Advocates, a Columbus, Ohio-based wealth management firm with…...

2+ week, 4+ 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   (290+ words) The qualification is designed to help providers whose roles include moving employers in and out of MEP and PEP arrangements. The American Society of Pension Professionals and Actuaries announced a new credential intended to help retirement plan professionals support the…...