Advertisement
NAPA Net Staff
By NAPA Net Staff | 8/26/2022
The volatile economic environment is contributing to a grim outlook among parents, according to the results of a new flash poll that focuses on families’ financial viewpoints.
Just half of U.S. parents feel confident they will be able to save enough for retirement or their children’s education,...
READ MORE
By NAPA Net Staff | 8/25/2022
The retirement plans division of Ameritas Life Insurance Corp. recently announced that it is launching GoalWise—a digital, interactive retirement savings and financial wellness platform to help manage the end-to-end retirement savings journey.
According to the firm’s announcement, GoalWise is...
READ MORE
By NAPA Net Staff | 8/24/2022
Under a new resolution passed by the Trustees of the State Board of Administration, Florida’s state pensions will be required to make investment decisions based solely on pecuniary factors.
More specifically, the resolution specifies that investment decisions “must be based only on pecuniary...
READ MORE
By NAPA Net Staff | 8/23/2022
Morgan Stanley at Work recently announced three strategic product enhancements to its stock plan platforms Equity Edge Online (EEO) and Shareworks, designed to streamline functionality for the firm’s corporate clients and their workplace participants.
With these technology upgrades to EEO and...
READ MORE
By NAPA Net Staff | 8/22/2022
After being blasted by various industry stakeholders, the Department of Labor is reopening the comment period on the proposed amendment to its prohibited transaction exemption (PTE) filing and processing procedures.
In the Aug. 22 announcement published in the Federal Register, the DOL’s Employee...
READ MORE
By NAPA Net Staff | 8/17/2022
The pandemic has affected older Americans’ work and financial situations to a large extent, but a new issue brief finds that the retirement expectations of these respondents appear to remain the same despite these impacts.
In investigating the influence of the pandemic on participants’ working and...
READ MORE
By NAPA Net Staff | 8/17/2022
Creative Planning announced that it has reached an agreement to purchase Wipfli Financial Advisors, the wealth management and investment advisory affiliate of CPA and advisory firm Wipfli LLP.
Started in 1999, Wipfli Financial Advisors has $5 billion in AUM and brings 95 new employees into the...
READ MORE
By NAPA Net Staff | 8/16/2022
The Radnor, PA-based firm announced the launch of Stadion’s StoryLine Dynamic, a Qualified Default Investment Alternative (QDIA) program, built in collaboration with Stadion Money Management.
According to the announcement, the QDIA program is designed to evolve with plan participants and...
READ MORE
By NAPA Net Staff | 8/15/2022
With most Americans expressing concern about their current financial situation, the results of two new surveys reveal a significant need for greater accessibility to financial advice.
According to intelliflo’s survey of more than 2,000 U.S. adults, nearly 7 in 10 (69%) respondents said they are...
READ MORE
By NAPA Net Staff | 8/11/2022
The Plan Sponsor Council of America (PSCA) has released a new campaign to help American workers better understand their retirement plan and retirement readiness by “Knowing Your Numbers.”
The Friday after Labor Day has been designated 401(k) Day—a day to focus on retirement planning and...
READ MORE
By NAPA Net Staff | 8/10/2022
The Raleigh-based firm announced Aug. 10 that Heather Shanahan has joined as Director of Endowments and Foundations, bringing nearly two decades of financial, organizational leadership and strategic planning experience to the firm.
Shanahan will partner closely with Eric Bailey, CAPTRUST’s Head...
READ MORE
By NAPA Net Staff | 8/9/2022
In the cover story of our Summer issue, seven of the nation’s top wholesalers talk about the 10 ways wholesalers can help you work more efficiently and effectively. The cover story also features the 2022 NAPA Advisor Allies list of top wholesalers. You’ll also find NAPA’s inaugural “Advisors’...
READ MORE
By NAPA Net Staff | 8/5/2022
To better understand the choices that investors face when evaluating financial advisers, Pew has examined how RIAs and dual registrants are compensated, what affiliations they have, and what actions they can take on behalf of their clients.
Researched and written by Pew staff members Theron...
READ MORE
By NAPA Net Staff | 8/4/2022
Building on its retirement and wealth advisory services, HUB International Limited (Hub) announced that it has acquired the assets of Scottsdale-based WealthPlan Advisors.
As an independent investment advisor providing retirement plan and investment consulting, WealthPlan Advisors has nearly 600...
READ MORE
By NAPA Net Staff | 8/3/2022
Mariner Wealth Advisors has acquired Bloomfield Hills, MI-based Heber Fuger Wendin Investment Advisors (HFW), further expanding the firm’s scale, expertise and integrated capabilities across the U.S., according to an Aug. 2 announcement.
With origins dating back to 1934, HFW manages $8.6 billion...
READ MORE
By NAPA Net Staff | 8/3/2022
Huntington National Bank and PAi Retirement Services have partnered to launch the Huntington 401(k) Center for Business solution, designed specifically for business owners and their employees.
According to a press release, the Huntington 401(k) Center for Business provides small and mid-sized...
READ MORE
By NAPA Net Staff | 8/2/2022
Walnut, California-based Sphere has partnered with Ascensus and Vanguard to offer the Sphere 500 Fossil-Free Index Fund.
According to a press release, the fund (ticker: SPFFX), which launched last fall, invests in the top 500 U.S. companies by market capitalization, excluding the fossil fuel...
READ MORE
By NAPA Net Staff | 8/2/2022
With the written best interest documentation requirement now in place (as of July 1), and with some evidence that some advisors might not have focused on that deadline (or a series of others that took effect in February), in this episode Nevin (Adams) & Fred (Reish) look at some new ways to “...
READ MORE
By NAPA Net Staff | 8/2/2022
Empower has announced a series of “entity name alignments” that aim to strengthen its brand and simplify how the organization connects with customers—setting aside its legacy Great-West and affiliated branding.
The changes[i] are planned and deliberate as the eight-year-old financial services...
READ MORE
By NAPA Net Staff | 7/28/2022
Employers in California, Illinois and Oregon, three of the first states to launch programs to help private sector workers save for retirement, were still creating new plans in 2020 and were shedding existing plans at rates slower than or largely comparable to the national average, according to a...
READ MORE
Pages
Advertisement
Advertisement
Sign up for The Daily
NAPA's 401(k) Rollover Specialist (k)RS Credential
Recent Comments