Integrated Recruits $1B Retirement Plan-Focused Firm

Published on January 15, 2025

San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.

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SEC Releases FAQ on Controversial Fund Names Rule

January 14, 2025
The updated guidance may help to resolve some questions raised by the amended rule, ICI says.      Related StoriesPrudential Joins Effort to Sell New Way to Tap Retirement AssetsIRS Releases Roth Catch-Up GuidanceJeremy Siegel: Beware of 'Overly Optimistic' Growth Expectations

Europe Moves Further Away From Russian Gas

January 15, 2025
Most of us like to ring in the new year with fresh energy. The Europeans appear to have made good on this resolution.