Alera Group Buys SRPC
As part of the transaction, SRPC team members will continue to serve clients in their existing roles
RIA Consolidation Grew in 2023
Advisors in RIA channels affiliated with a consolidator increased to 14% in 2023, reports Cerulli
ESG Adoption Gradually Increases in 2023
Numbers are still lower compared to 2021's high adoption rate of 49%, finds Callan
Retirement Plan Participants Want More in Digital Experiences
Still, a Corporate Insight report finds that 87% of plan participants are “somewhat satisfied” or “extremely satisfied” with their provider
Principal Taps Next CEO
Deanna Strable previously worked as Principal's COO and CFO
Schwab Asset Management Launches Mortgage-Backed Securities ETF
Schwab says its ETF will provide access to investment-grade mortgage-backed securities issued and/or guaranteed by U.S. government agencies
Jackson Expands RILA Product with JPMorganChase
The partnership comes as Jackson sees increased adoption of RILAs
Corporate Roundup: PGIM Appoints CEO, Pontera, Envestnet Partnership
The latest news from PGIM, Pontera, Envestnet, and more
Cetera Financial Group CEO to Retire at Year-End 2024
Cetera Holdings CEO Mike Durbin will step in to lead both brands
Workers Feel Financially ‘Distressed’ in Workplace
Employers who incorporate benefits tools can help workers alleviate burnout and severe financial stress, notes Alight research