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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.

20 years of resilience
NEWS REGULATION AND LEGISLATION SEP 13, 2021
20 years of resilience

The financial sector is in a much better place than it was 20 years ago, thanks to proactive safeguards that were put in place to protect the assets of millions of investors in the wake of the 9/11 attacks.

Ruppert to succeed Havlik as Finra’s supervision chief
NEWS REGULATION AND LEGISLATION SEP 10, 2021
Ruppert to succeed Havlik as Finra’s supervision chief

Bari Havlik, who's retiring, created a single national examination and risk monitoring program during her stint as Finra's top cop.

Cresset nabs J.P. Morgan advisers managing $2 billion
NEWS RIAS SEP 09, 2021
Cresset nabs J.P. Morgan advisers managing $2 billion

Five advisers from the Denver office of the firm's private bank make a move.