17+ hour, 40+ min ago   (259+ words) planadviser Vise Partners With Alpha Architect for Portfolio Modeling Vise Technologies Inc., an artificial-intelligence-powered platform delivering personalized portfolios, announced a partnership with asset manager Alpha Architect. The partnership brings Alpha Architect’s investment capabilities together with Vise’s platform to assist advisory…...

18+ hour, 1+ min ago   (787+ words) When plan advisers, sponsors and participants think about guaranteed retirement income, they often initially think of stand-alone third-party products such as annuities or managed account solutions. Increasingly, however, retirement income features are being incorporated directly into target-date funds, the investment…...

3+ day, 18+ hour ago   (10+ words) planadviser...

3+ day, 18+ hour ago   (144+ words) planadviser CBiz Inc., a national financial and advisory service provider, announced Thursday the launch of the CBiz Retirement Advantage PEP, a pooled employer plan for middle-market businesses. CBiz is the 3(16) fiduciary and 3(38) investment manager for the PEP, according to its…...

3+ day, 18+ hour ago   (735+ words) Wes Gilbreath joined Daybright Financial as chief financial officer, effective July 20. He will serve as the company’s principal financial officer. Gilbreath joins Daybright from Integrity Wealth and brings nearly 20 years of experience in the financial services industry. Matt Riordan, who…...

3+ day, 17+ hour ago   (366+ words) A new study reveals that drawdown gives both employees and retirees pause. At the end of their careers, many Americans struggle with the idea of spending their hard-earned savings, according to data from the Allianz Life Insurance Co. of North…...

4+ day, 17+ hour ago   (182+ words) The Department of Labor increased the risk of data misuse, according to the inspector general’s testimony before a House panel. The Department of Labor failed to establish adequate safeguards over its use of common interest agreements with private plaintiffs’ attorneys,…...

4+ day, 17+ hour ago   (314+ words) The vote on advancing the nomination of Acting Secretary of Labor Keith Sonderling is expected to take place next week. The Senate Committee on Health, Education, Labor, and Pensions was forced to delay its vote to advance the nomination of…...

4+ day, 17+ hour ago   (522+ words) Zeplyn launches AI-powered adviser coaching; Envestnet unveils adviser wealth trading capability; Fidelity expands SMA lineup for wealth management firms; and more. Zeplyn, an AI operating system for wealth management companies, launched Advisor Coaching, a feature that automatically evaluates, scores and…...

4+ day, 18+ hour ago   (316+ words) “Partnership is an overused term, but [one] rarely delivered,” Key wrote. “Go beyond quality service of responsiveness and proactive communications to truly see and treat the adviser as a trusted partner. Continuously seek out opportunities to help the adviser serve…...