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Plaintiffs accept $5.4 million Transamerica 401(k) settlement
RETIREMENT RETIREMENT PLANNING JUN 25, 2021
Plaintiffs accept $5.4 million Transamerica 401(k) settlement

Participants had accused the plan's fiduciaries of using poorly performing investment options.

Winklevoss cryptocurrency exchange buys $4 million in carbon credits
INVESTING ESG JUN 25, 2021
Winklevoss cryptocurrency exchange buys $4 million in carbon credits

Gemini Trust's Climate Vault donation will prevent 341,000 metric tons of carbon from entering atmosphere.

Lori Hardwick steps down as Riskalyze chairman
YOUR PRACTICE FINTECH JUN 25, 2021
Lori Hardwick steps down as Riskalyze chairman

The veteran adviser tech executive held the post for two years.

Customers to banks: We don't want your advice, but we'll take it
YOUR PRACTICE PRACTICE MANAGEMENT JUN 25, 2021
Customers to banks: We don't want your advice, but we'll take it

J.D. Power finds personalized financial advice drives gains in customer satisfaction for retail banks.

LaSalle St. adds $200 million hybrid
YOUR PRACTICE PRACTICE MANAGEMENT JUN 25, 2021
LaSalle St. adds $200 million hybrid

Retirement Planning Specialists, a firm in the Philadelphia suburb of Willow Grove, has four advisers.

Federal retirement plan should consider climate change: GAO
RETIREMENT RETIREMENT PLANNING JUN 25, 2021
Federal retirement plan should consider climate change: GAO

The board overseeing the Thrift Savings Plan, which has 6 million active and retired participants, says that it subscribes to a strict indexing discipline.

Investors not interested in cryptocurrency in retirement plans
RETIREMENT RETIREMENT PLANNING JUN 24, 2021
Investors not interested in cryptocurrency in retirement plans

The ability to invest in cryptos ranked dead last among features that participants want to see in their retirement plans, Morningstar survey finds.

Merrill Lynch duo managing $211 million moves to Stifel
NEWS BROKER DEALERS JUN 24, 2021
Merrill Lynch duo managing $211 million moves to Stifel

Bill Wade and Reid Berry are opening an office in Brentwood, Tennessee.

SmartAsset raises $110 million in Series D funding
YOUR PRACTICE FINTECH JUN 24, 2021
SmartAsset raises $110 million in Series D funding

The advice site that provides leads to advisers is now valued at $1 billion-plus.

More than half of Americans say they are in financial recovery mode
RETIREMENT RETIREMENT PLANNING JUN 24, 2021
More than half of Americans say they are in financial recovery mode

Northwestern Mutual survey finds most respondents' financial planning is focused on the short term, with only 14% actively planning more than five years out.