The platform, called the SS&C Advent Insurance Marketplace, allows advisers to access a range of fee-only products through Black Diamond Wealth Platform and DPL's proprietary Product Discovery tools.
Those 62 and older profit from cost-of-living adjustments even if they're not yet collecting benefits.
The model provides simplicity, with a single investment lineup, and also offers record-keeping pricing advantages.
The addition of Budros Ruhlin & Roe will give the Toronto-based aggregator a total of $74 billion in U.S. wealth management assets.
Annuities can provide important protected income during retirement, but many clients don't understand what they can do. This article details how annuities can protect and grow retirement income.
As a rookie adviser, Vidal Peoples met a doctor in need of comprehensive financial planning. He taps into the kind of professionals whose incomes can skyrocket but are also saddled with mountains of student loan debt.
The effort, WA Cares, is the first of its kind in the US and could serve as a model for other states.
Athene will provide benefits to about 18,000 participants in Lockheed’s pension plan. The deal follows a 2018 agreement between the two companies in which Athene assumed $800 million in obligations tied to around 9,000 retirees and beneficiaries of the aerospace giant’s pension plan.
Connecticut is among 11 states and cities that have enacted auto-IRA legislation, and it will be one of the few to go live.
The list will help employers avoid lawsuits related to their retirement plans, according to the group that built it.
Americans experienced a wide range of financial consequences during the pandemic. A new survey analyzes the financial impact of the pandemic on different generations
More RPAs are choosing to sell, in part to get referrals, especially if they are part of a benefits firm. But being part of a larger firm as an employee is not appealing to all.
The insurance broker and the record keeper team up to create a product for small retirement plans.
A lifetime of accumulation and growth goes up in smoke because the beneficiaries don’t know the IRA trust tax rules. Advisers can help their clients avoid such colossal blunders.
Being in debt can be the difference between scraping by and struggling, and people recognize the relationship between finances and health, surveys show.
Exton, Pennsylvania-based Brumbaugh Wealth Management is affiliating with Cetera through super OSJ AdvisorNet
A man was sentenced for helping steal nearly $1 million from participants in the Employees Retirement System of Texas, a development that occurs as the DOL is ramping up efforts to boost cybersecurity in retirement plans.
In a letter to Labor Secretary Marty Walsh, Democrats asked for an update on the DOL’s rule proposals on ESG criteria. Last year, the Trump administration DOL finalized two rules that tamped down on use of so-called nonpecuniary factors in investment selection.
Times have changed as the giant money manager for professors puts a $97 million penalty behind it.
A new SEC registration form tailored to the products would support innovation, the Insured Retirement Institute argues.
