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Attend the Nov. 11 Women Adviser Summit
NEWS INDUSTRY NEWS SEP 14, 2021
Attend the Nov. 11 Women Adviser Summit

The InvestmentNews Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Register for the Nov. 3 Women Adviser Summit
NEWS INDUSTRY NEWS SEP 14, 2021
Register for the Nov. 3 Women Adviser Summit

Reserve your ticket for this impactful summit on managing generational wealth.

Focus Financial unit takes stake in $2 billion Connecticut RIA
NEWS RIAS SEP 14, 2021
Focus Financial unit takes stake in $2 billion Connecticut RIA

NorthCoast Asset Management will become part of Cincinnati, Ohio-based Connectus Wealth Advisers.

Morgan Stanley, Empower to expand joint plan solutions
RETIREMENT RETIREMENT PLANNING SEP 14, 2021
Morgan Stanley, Empower to expand joint plan solutions

The agreement will help Morgan Stanley at Work deliver services to small-business retirement plans.

Captrust leads group launching small-plan service
RETIREMENT RETIREMENT PLANNING SEP 14, 2021
Captrust leads group launching small-plan service

T. Rowe Price and National Benefit Services join Captrust in providing the program, which offers an alternative to multiple employer plans and pooled employer plans.

More advisory firms using flat fees, survey finds
YOUR PRACTICE PRACTICE MANAGEMENT SEP 14, 2021
More advisory firms using flat fees, survey finds

Advyzon says those firms also more likely to have multiple fee schedules.

Jackson Financial completes separation from UK insurer Prudential
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 13, 2021
Jackson Financial completes separation from UK insurer Prudential

The company's shares are expected to begin regular trading on the New York Stock Exchange on Sept. 20.

Target-date funds hold 27% of 401(k) assets, study finds
RETIREMENT RETIREMENT PLANNING SEP 13, 2021
Target-date funds hold 27% of 401(k) assets, study finds

The funds are most popular with younger plan participants; 62% of those in their 20s hold the funds, compared with 50% of those in their 60s.

Wells Fargo duo managing $305 million goes indie with LPL
NEWS BROKER DEALERS SEP 13, 2021
Wells Fargo duo managing $305 million goes indie with LPL

David Crossan and John Stephens Jr. set up shop in Manahawkin and Manchester on the New Jersey shore.

Is the S&P overvalued? Look to history
THE INVESTMENTNEWS PODCAST SEP 13, 2021
Is the S&P overvalued? Look to history

Jim Paulsen of The Leuthold Group and Paulsen's Perspective discusses his views on S&P valuations, the possibility of inflation and a market outlook. Our own Mark Schoeff Jr. fills us in on Barbara Roper's move to the SEC from her longtime position at the Consumer Federation of America.