New strategic partnership with The Retirement Advisor University will build an omnichannel platform designed to bring wealth management and financial planning to an increased number of retirement plan participants.

Informa and WealthManagement.com’s partnership with The Retirement Advisor University aims to educate and empower retirement plan advisors, plan participants.

The move signals the escalation of the convergence of wealth, retirement and benefits at work.

Cerulli's Shawn O’Brien discusses CITs, target-date funds and more trends for retirement plan advisors to keep an eye on.

Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market.