Rebecca Moore

2 months ago | ai-cio.com | Rebecca Moore

CIO annually recognizes asset managers and service providers that have truly and reliably enhanced their clients' portfolios. If you work for a firm that provides asset management or other services to institutional investors, and your firm has introduced an innovative product, service or strategy in the past two years, you may apply for the 2025 Industry Innovation Awards - Asset Management & Servicing here. A PDF of the application, to view before filling out, is here.

Oct 31, 2024 | planadviser.com | Rebecca Moore

PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. If you work with or know of a great plan adviser or plan adviser team, please help us recognize the best in the business. Nominations for the 2025 PLANADVISER Retirement Plan Adviser of the Year awards are now being accepted in seven categories: Plan Sponsor Service: Nominate individuals only.

Nov 30, 2023 | plansponsor.com | Rebecca Moore

Government-sponsored retirement plans are not subject to the Employee Retirement Income Security Act, but they must consider how state laws affect plan administration. In some cases, this means automatic enrollment into a defined contribution plan is not allowed. Even if auto-enrollment is allowed by a state, sometimes it takes a good argument to get all stakeholders to agree to implement it.

Oct 17, 2023 | planadviser.com | Rebecca Moore

PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. If you work with or know of a great plan adviser or plan adviser team, please help us recognize the best in the business. For the third year in a row, the awards are being issued in six categories.

Sep 15, 2023 | planadviser.com | Rebecca Moore

The psychology of financial planning is about how people think and feel about money, and leveraging its findings in an advisory practice can help get better results for both parties involved, according to Sonya Britt-Lutter, director of financial health and wellness at Texas Tech University’s School of Financial Planning.