Many recordkeepers are embracing artificial intelligence (AI) to deliver a personalized participant experience necessary to support a comprehensive retirement strategy for workers nationwide. Are you able to take advantage? While this technology is intended to provide valuable insights and... READ MORE

In further broadening its network, LPL Financial Holdings, along with its subsidiaries, announced that it has entered into a definitive agreement to acquire New York-based wealth management holding company Atria Wealth Solutions. According to the announcement, Atria supports approximately 2,400... READ MORE

Another of the BlackRock target date fund (TDF) suits comes to a conclusion, the Wall Street Journal takes a peek at managed accounts—and Nevin and Fred ponder the implications for glidepaths. To date, only one of the dozen or so suits filed against plans that had BlackRock’s LifePath TDFs have... READ MORE

After first sharing their plans last fall to jointly market a multi-fund family PEP solution, Ascensus announced that sales of the Ascensus | American Funds Pooled Employer Plan (PEP) will begin in February. Both Ascensus and American Funds will offer the PEP program to employers and advisors... READ MORE

OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, on Jan. 31 announced the addition of WealthSource Partners, expanding the firm’s national wealth management presence in nine states.  The transaction also adds approximately $2 billion... READ MORE

Surveys show participants want it—and (other) surveys show plan sponsors are considering it. That focus is all about retirement income offerings—but as retirement plans evolve and the landscape of retirement income solutions continues to expand, how does an advisor keep up with all of the options... READ MORE

Recordkeeper JULY Business Services (JULY), along with Expand Financial (EXPAND) and Investors Asset Management of Georgia, recently announced the launch of a collaborative pooled employer plan (PEP) solution named Launch401k. According to the firm’s announcement, the effort aims to enhance... READ MORE

Does your team's expertise drive segmentation or is it market driven? Who is the segmentation for? The advisors or the clients? If it is the clients, what do they get out of the classification? Do they need more or do the advisors only want to deliver X? If it is for the advisors, what is the goal... READ MORE

Hub International Limited kicked off the new year by further enhancing its retirement and wealth management services in Florida with its latest acquisition. According to the Jan. 4 announcement, the full-service global insurance brokerage and financial services firm has acquired the assets of... READ MORE