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planadviser.com
7 天
ESG Goals Still Prevalent in Executive Incentive Plans, WTW Reports
The ESG metrics globally, as in the U.S., were relatively flat year-over-year, according to WTW. But LTI plans were much more ...
planadviser.com
5 天
Concurrent Hires David Montgomery from OneDigital to Head Retirement Plan Division
The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a ...
planadviser.com
5 天
“Shadow SEC” Group Aims to Shape Discussions on Federal Securities Laws
A group of academics created the group to seek the “wisest possible federal securities laws and policies,” and backed Trump’s ...
planadviser.com
6 天
Compliance Year in Review
While that growth is good, the consultancy noted that human capital research from the Harvard Business Review suggested that ...
planadviser.com
7 天
RIA Succession Planning Drops to New Low
DeVoe also pointed to rampant RIA merger and acquisition activity as a possible factor in the decline. Larger RIAs with more ...
planadviser.com
6 天
CAPTRUST Adds Advisories Overseeing $1.97B
CAPTRUST on Thursday announced the acquisitions of two advisories with a mix of wealth and institutional services and a ...
planadviser.com
8 天
WIPN Names 2025 Board of Directors
The 14 new board members will help shape the direction of the group advocating and advancing women in retirement.
planadviser.com
7 天
BlackRock Makes TDF With Annuity Option Its Plan QDIA
BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion ...
planadviser.com
9 天
Advisers Giving Back: Theresa Conti
A retirement industry leader takes time out every holiday season to provide gifts to kids in need in her local Arizona ...
planadviser.com
9 天
RIAs Face Talent Crunch, Schwab Reports
Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.
planadviser.com
12 天
UnitedHealth Group Settles 401(k) Fund Complaint for $69 Million
If the agreement is approved, participants will receive payments after UnitedHealth did not replace underperforming Wells ...
planadviser.com
9 天
ERISA Advisory Council Approves 3 New QDIA Recommendations
The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers ...
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