Browsing Tag
Wilmington Trust
14 posts
Wilmington Trust, founded in 1903 and headquartered in Delaware, is a leading provider of wealth and institutional services, offering fiduciary, investment management, and corporate trust solutions to individuals, families, businesses, and institutions across the U.S. and internationally.
Wilmington Trust Announces Executive Leadership Promotions
Frank Sutton has been named chief fiduciary officer and Marguerite Weese has been named chief wealth strategist
RPAG Jubilee Lives On in Wake of Great Gray Acquisition
RPAG's national conference is still slated for 2025, a spokesperson confirmed to 401(k) Specialist
Corporate Roundup: GWN Welcomes CEO, Morningstar Partners with SS&C Technologies
The latest news from Global Wealth Management, Morningstar, SS&C Technologies, Wilmington Trust, and more
‘Co-Manufacturing’ Trend Having Major Impact on New Target Date Series Launches
Report from Sway Research explores trend, shows TDF assets top $4 trillion as CITs overtake mutual funds
Broadridge Fi360: ChatGPT, SECURE 2.0, and a Rebrand
The first day of the conference touched on trends in the retirement plan market and recent developments within Broadridge Fi360
Nationwide Adds Income America ‘5ForLife’ for Managed Account Participants
New offering responds to increased interest from 401(k) participants in guaranteed lifetime income investment options as part of a managed account
Why CITs Continue to Climb: Wealth@wor(k) 2022
For participants and advisors, a once-steep CIT learning curve is starting to flatten
Wilmington Trust Will Launch BoardingPass CIT App
Plan sponsors gain the benefit of real-time information sharing
401(k) News Briefs: Lincoln Financial Adds Income America; OneAmerica Teams with Morningstar
Participants in Lincoln National’s 401k will be able to convert savings into guaranteed income for life; OneAmerica deal with Morningstar Investment Management means more personalized advice for retirement plan accounts
What a Volatile 2020 Taught Portfolio Managers About 401(k) TDFs
Target-date funds were created with long-term investing in mind, designed to withstand the ups and downs of the…