Savers Oppose Eliminating 401(k) Tax Incentives: ICI
"Tax-favored savings are an extremely important underpinning of the successful 401(k) system," says ICI's Stevens.
Advisor M&A Growth Is ‘Subplot of a Bigger Story,’ Says Schwab’s Beatty
Record number of 2016 transactions reflects growth of RIA industry and confluence of buyers’ and sellers’ shared search for "durable" businesses.
Triad Adds OSJ With 11 Reps, $5B in Assets: Recruiting Roundup
Meanwhile, Cambridge promotes executive; Echelon Partners taps ex-LPL M&A specialist, others for new roles.
30 Best Large 401(k) Plans in 2016: BrightScope
BrightScope has released its annual ranking of the best plans, with new entrants including the NFL Player Annuity Program.
TIPS May Not Be the Best Hedge Now Against Rising Inflation
The Treasury's inflation-protected securities posted stellar performance last year, but that's not the case so far this year.
Blockchain Group Anticipates Wider Adoption in 3-5 Years
Financial firms will increasingly adopt blockchain technology in the post-trade space over the next three to five years, according to a survey.
Betterment for Business Advisory Board Adds Google Benefits Director
John Casey, employee benefits director at Google, joins three other board members to help guide Betterment's 401(k) business.
First Ascent Drops Fees to $500 on All Accounts
First Ascent will begin offering advisors who use its outsourced portfolio management strategies a flat fee of $500 per account, regardless of account size.
How One Advisor Uses Social Media to Land VIP Clients
Winnie Sun, managing director at The Sun Group, has used social media to expand her clientele to include top celebrities, athletes and Hollywood executives.
Judge Denies Request to Halt Thrivent DOL Fiduciary Case
The court “agrees with Plaintiff that a stay is not warranted at this time,” District Court judge says.