Advisor Group Hires Ex-Schwab Exec to Lead Digital Solutions
By Jeff BermanPeter Clemson is appointed to the newly created position to lead the firm's continued buildout of digital solutions.
January 14, 2021
New Labor Guidance Helps Retirement Plans Find Missing ParticipantsEmployer trade groups have been asking for clarity on what they must do in attempt to locate missing participants, lawyer Fred Reish says.
January 14, 2021
MIB Life Activity Index Ends Year With an IncreaseApplication volume grew for people in all age groups MIB tracks.
January 13, 2021
Vanguard Sees 90% Drop in Target Date Fund Flows: ReportMeanwhile, Fidelity's Freedom Index Series had the biggest inflows among the top 10 TDF series for 2020, according to Morningstar.
January 13, 2021
Trump Is Impeached Again, Faces Senate Trial on Riot at CapitolThe historic 232-197 House vote makes Trump the only U.S. president to be impeached twice. It was supported by all Democrats and 10 Republicans, including Liz Cheney.
January 13, 2021
Mercer Acquires $850M Arizona RIARowland Carmichael Advisors "will bolster our already strong presence in the Southwest," says Mercer CEO Dave Welling.
January 13, 2021
Remote Workers Want Managed Accounts: MorningstarWorkers who use managed accounts tend to save more and have more efficient portfolios, Morningstar says.