Aaron Schumm News Today

The retirement adviser is leaning into the small-plan market and startup plan creation.

The vast majority (89 per cent) of U.S. employees say they’d be more likely to continue working for an employer that offered a retirement plan, according to a new survey by Vestwell Holdings Inc. The survey, which polled more than 1,200 workers, found a similar percentage (89 per cent) expressed some level of interest in […]

These six fintechs are serving everyone from high net worth investors to ordinary workers who need help consolidating their old 401(k)s.

It’s not every day that a retirement industry executive is asked to speak at the World Economic Forum.

FinSMEs is the financial news site dedicated to covering venture capital, private equity, and merger and acquisition deals in real time!

This follows a July partnership announcement with Silver Lake Waterman and a C round in 2021.

A big theme in the retirement savings world next year will be emergency savings accounts that sit alongside 401(k)s.

Vestwell appoints Rettig to board seat; Star Mountain Capital names DeAngelis as senior adviser; Club Vita names Gleed as head of U.S. business development.

New Jersey's pilot program will begin in 2024, followed by a phased rollout that kicks off later in the year.

Leaders from major RPA record keepers gathered to discuss during a think tank and roundtable discussions at the 2023 WealthManagment.com Industry Awards