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Lisa Gomez, Jonathan Thomas Among Headliners at Next Week’s QPFS Event
Prime Capital’s Qualified Plan Fiduciary Summit focused on strategies for making retirement programs better also features panel session stacked with competitors
Controversial Retirement Bill Reaches Congress Again
While supporters believe the RSAA could provide retirement savings for uncovered workers, opponents worry over its potential impact to the private 401(k) market, worker's savings, and Social Security insolvency
Financial Wellness Benefits Market Projected to Reach $1.21B by 2029
New report pegs compound annual growth rate of nearly 13% in “rapidly evolving” market
Fidelity Rolls Out New Crypto IRA
“Fidelity Crypto for IRAs” allows clients to invest in top cryptocurrencies in a tax-advantaged manner via a Roth, traditional or rollover individual retirement account
BlackRock’s Fink: Democratize Investing by Expanding Access to Private Markets
Annual letter to shareholders says modernizing retirement strategies to open up private market investing the key to helping more Americans improve retirement security
LPL Financial Buys Commonwealth in $2.7B Deal
Commonwealth's conversion to the LPL platform is expected to be completed in mid-2026
IRA Use Up 10% in Past Decade: Study
New ICI research shows 90% of IRA-owning households also had employer-sponsored retirement plans or pensions
Equitable Leader Named IRI’s 2025 Industry Champion of Retirement Security
Nick Lane honored for commitment to expanding access to retirement solutions; Insured Retirement Institute also honors FIG’s Arron Price with 2025 Leadership Award
October Three Grows Retirement Income Solution
The firm announced an expansion to its O3 Prime lifetime retirement income plan
Past Year ‘Transformational’ at Strongpoint Partners
Chicago-based retirement services platform touts growth in 2024 "Year in Review"