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planadviser.com
10 小时
IRS Announces 2025 Tax Inflation Adjustments
The adjustments affect 60 tax provisions, including health flexible spending plans; tax brackets all saw income threshold ...
planadviser.com
10 小时
Alera Bolsters West Coast Team with Plan Adviser Sorensen
Joshua Sorensen, formerly of Edelman Financial Engines, joins Alera Group as it continues to grow its retirement plan ...
planadviser.com
18 小时
Steinmeier Named LPL’s CEO, Replacing Ousted Arnold
LPL analyst predictions hold true, as Interim CEO Steinmeier earns the top job less than one month after the firm’s CEO was ...
planadviser.com
19 小时
Larry Fink Sounds Alarm on US Retirement System
Larry Fink, CEO of BlackRock Inc., delivered a stark warning about the future of retirement in the U.S. on Monday at the ...
planadviser.com
1 天
RIA Hightower to Take Majority Stake in NEPC
The deal will combine NEPC’s institutional investment, research and OCIO capabilities with Hightower’s rapidly growing ...
planadviser.com
1 天
SEC’s 2025 Exam Priorities Include Fiduciary Conduct, AI Use
The regulator also listed compliance procedures and Regulation Best Interest in its list of priorities published Monday.
planadviser.com
1 天
DOL Publishes 1st List of Firms Using Qualified Plan Exemptions
The list includes nearly 900 companies as part of the DOL’s finalized amendment to PTE 84-14. The U.S. Department of Labor ...
planadviser.com
1 天
Plan Sponsors Seeking ‘Higher-Touch’ Adviser Services
A Morgan Stanley survey of 200 plan sponsors found a trend toward more service needs, including 3(38) investment management.
planadviser.com
4 天
Financial Security First
The U.S. Department of Labor will convene the 2024 Advisory Council on Employee Welfare and Pension Benefit Plans, commonly ...
planadviser.com
12 天
CFP Board Receives $150,000 Donation for Women’s Scholarship
The Certified Financial Planner Board of Standards Inc. has announced a $150,000 donation from Charles Schwab Corp.’s Schwab ...
planadviser.com
6 天
Elections, Inflation Top Client Concerns for Financial Advisers
A survey of 300 FAs found clients fretting over the fall elections and a market downturn, while advisers are more concerned ...
planadviser.com
5 天
World Investment Advisors Starts Custodial Relationship With Raymond James
The partnership comes after the company formerly known as Pensionmark acquired a $3.5 billion Raymond James firm.
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