3+ day, 15+ 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…...

4+ day, 11+ hour ago   (684+ words) planadviser On August 31, House Democratic Leader Hakeem Jeffries held a press conference on Capitol Hill onDemocrats’ efforts to address affordability for American consumers. “We’re fighting to lower the high cost of groceries, gas and goods. We’re fighting to make healthcare…...

4+ day, 11+ hour ago   (160+ words) Pooled employer plan assets totaled $34 billion as of year-end 2025, according to survey data. The Standard Insurance Co., a subsidiary of StanCorp Financial Group Inc., announced today that it surpassed $5 billion in pooled employer plan assets under administration. In July, the…...

4+ day, 12+ 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…...

4+ day, 19+ hour ago   (205+ words) UBS hires 3 advisers in Bethesda office; Wealth Enhancement acquires Arbor Capital Management; Glenmede expands senior leadership team in 4 offices; and more. The acquisition closed on August 31 and is Wealth Enhancement’s first location in Alaska. As of July 31, Wealth Enhancement had…...

5+ day, 5+ hour ago   (403+ words) Among widowed adults surveyed by Ameriprise, 58% wanted someone with whom they could share financial decisions. As some adults cope with the loss of a partner who helped make financial decisions, advisers are stepping in with needed guidance, according to newly…...

5+ day, 12+ 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, 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, 2+ day ago   (83+ words) planadviser Employees who enter part-time employment or temporarily leave the workforce could see a larger than expected impact on their retirement savings, according to recent analysis by Pew Charitable Trusts’ State Fiscal Policy project, in a study on public sector…...

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,…...