Blog Posts

Filter By:
July 27, 2020 by Manoj Upreti

By Manoj Upreti and Dennis Gallant


On July 15, 2020, Lincoln Financial Group announced the launch of PathBuilder, which can be selected like any other investment option within employer-sponsored retirement plans and provides a guaranteed income stream for life.

Why is this product announcement important?

July 13, 2020 by Susumu Suzuki

アイテ・グループ・レポート:Subscription Pricing Models for Digital Advice: Where’s the Sweet Spot?

■ スケール可能なアドバイザー・モデルの模索


July 2, 2020 by Sophie Schmitt

Empower follows its 2018 rollout of Wealthsimple’s mass-market solution with the acquisition of Personal Capital, a high-net-worth offering that includes a powerful financial dashboard available to all. These two wealth management solutions, Wealthsimple and Personal Capital, support Empower’s strategic goals of enhancing its financial wellness and technology offering in the workplace and continuing relationships with participants once they leave the plan. Retirement plan providers face yearly asset erosion from participants retiring or leaving their firm.

July 1, 2020 by Greg O'Gara

On the advent of SEC Regulation Best Interest (Reg BI), brokers are pressing forward with systemic changes to the way they conduct business. The new standard of care regulation for broker-dealers (BDs) went into effect on June 30, 2020. Here is a recap of selected elements of the regulation and what Aite Group  has been hearing from technology providers, broker-dealers, and industry advocates: