J.P. Morgan Links Retirement Product to AIG Annuity
J.P. Morgan Asset Management is launching a retirement income solution that will link directly with an AIG Life…
Ubiquity Unveils Streamlined Recordkeeping Solo 401(k)
A new, full-service solo 401(k) plan with recordkeeping capabilities, 3(38) investment oversight and traditional retirement savings benefits has…
American Trust Completes Asset Acquisition of LT Trust Company
American Trust Company recently completed its asset acquisition of LT Trust Company after receiving required regulatory approval. The…
Financial Wellness Programs Score High with Employees
Financial wellness programs have never been more popular. According to the National Financial Educators Council’s (NFEC) annual survey,…
Asset Accumulation Increasingly Unequal, Especially for Minorities
A new report from the National Institute on Retirement Security (NIRS) finds that economic inequality continues to grow,…
ShareBuilder 401k Adds ESG Funds to Retirement Plans
ShareBuilder 401k is adding two ESG investments to its all Exchange-Traded Funds (ETFs) 401k stable, joining a run…
Americans Overconfident But Underprepared For Unexpected Death
American civilian and military families may talk about and prioritize life insurance and end-of-life planning, but a new…
Direct Indexing Growth Projected to Outpace ETFs, Mutual Funds
Direct indexing is primed to grow at an annualized rate of more than 12% over the next five…
Future Investors Head Back to Class with Ramsey Solutions Program
Nearly half a million high school students across the U.S. will be learning money principles via Foundations In…
Jackson Introduces New Retirement Investment Annuity
Jackson National Life has launched a fee-based variable annuity designed for independent registered investment advisors (IRIAs) to specifically…