The most significant change to state law governing powers of attorney in almost a decade.

Advisors say they’re busier than ever in the last weeks of 2020, especially with helping clients transfer wealth to the next generation tax-free while they still can.

Keeping up with the changes.

2020 was the year retirement plan participants wanted to hear from advisors. Few did.

While Annexus is not yet ready to discuss specific products, it has filed six patents to bring retirement income products into the 401(k) space.

The acquisition, which comes in the wake of the SECURE Act, will bring more retirement services to Raymond James’ 8,200 advisors.

The number of plan participants using managed accounts has barely moved from 2015 to 2019.

Stable value funds’ AUM increased by about $60 billion during the first half of 2020, representing 7% growth since the second quarter of 2019.

A 2018 partnership between Vestwell and BNY Mellon, to bolster retirement plan management solution Sumday, could see implementation in Oregon.