WIPN Celebrates 15 Years
The 15th anniversary comes as WIPN presents findings from its latest annual study on "bright" and "hot" spots for women retirement professionals
Wealth@wor(k): AI in Wealth and Retirement, Guaranteed Income, and a Big Announcement
Advisor2x's Trey Dowdy greeted attendees with news about the conference's future
Millennials Set to Inherit Majority of Assets in Great Wealth Transfer
Fifty seven percent of Millennials are anticipated to collect $1 million or more in inheritance, according to Equitable
The Standard Partners with Family First to Offer Caregiving Support
Among services offered including personalized caregiving support and online resources
Alicia Munnell to Step Down as Director of CRR at Boston College
Deputy Director Andrew Eschtruth will take on a new role as CRR head
Wealth@wor(k) Heads to San Antonio
Over 50 sessions will cover topics including investments, compliance, marketing, sales, and practice management
Corporate Roundup: Corebridge Launches Annuity Feature, PGIM Brings in Leader
The latest news from Corebridge, PGIM, Alerus, Financial Finesse, and more
Fidelity Data Breach Impacts 77,000 Clients
The firm is offering credit monitoring and identity restoration services to clients for 24 months
It’s Official: 2025 Social Security COLA Set at 2.5%
Retirement benefits will increase by nearly $50 per month beginning in 2025
DC Participants Interested, But Skeptical, in Alternative Investments
Over half of respondents to a Schroders survey say they would allocate less than 10% of retirement assets to alternatives