Browsing Tag
Retirement
2319 posts
Retirement Plan Vet Wolniewicz Joins Prime Capital Investment Advisors
Industry veteran Matthew Wolniewicz has left Fi360 for Kansas City-based Prime Capital Investment Advisors (PCIA). Wolniewicz, also a…
The RIA Industry Experiences Steady Growth
The investment advisor industry continued to experience record-level growth through 2019, including in the number of registered advisors…
401(k) Firm M&A Heats Up with HUB Acquisition Spree
Mergers and acquisitions in the 401(k) space continue despite COVID and a controversial election as HUB International Limited (HUB),…
4 Challenges for 401(k) Plan Providers in 2021
2020 is a bad disaster movie—one that drags. But it will end, eventually. So, with 2020 coming to…
Medicare Part B Premiums Will Rise in 2021
The hits keep coming. The Centers for Medicare & Medicaid Services (CMS) announced the 2021 monthly Medicare Parts…
How 401k Advisors Use Financial Wellness for Content Marketing
Content marketing began in the late nineteenth century when John Deere began writing The Furrow magazine, which advertised…
Best Place in the World to Retire (Supposedly)
This might be it. Internationalliving.com might have found the best place in the world to retire—at least overseas.…
A Plea for More Effective 401k Participant Engagement Strategies
“My wife and I had dinner with friends, Richard and Charlene,” Ed Dressel said in a heartbreaking anecdote…
Final ESG Fiduciary Rule Issued By Department of Labor
In something of a Friday afternoon news dump, the Department of Labor announced a final rule for fiduciaries…
November 2020 Top Advisor by Participant Outcomes (TAPO)—Jeffery Acheson
Let’s Retire Retirement It’s immediately apparent why Jeff Acheson is a highly regarded industry thought-leader. Having put his…