Fidelity gives custody clients under $100 million until June 2027 to move
The company confirmed the letters, and the alternatives advisors named so far carry conditions of their own.
SEC proposes exam route to accredited investor status
The Sept. 30 rulemaking would also loosen interval-fund redemptions and cap performance fees, which would change how advisors size a private credit sleeve.
Senate passes the Social Security Claiming Age Clarity Act, sending it to Trump
The measure would change how the SSA labels claiming ages; the 2026 benefit maximums are $2,969 a month at 62 and $5,181 at 70.
Ascensus launches a participant-referral workflow for plan advisers
The platform links 401(k) savers with the adviser serving their plan across a book of more than 16 million participants and $1.3 trillion in administered assets.
Goldman Sachs retirement survey: 37% of respondents earning over $500,000 live paycheck to paycheck
The poll of 5,106 workers and retirees aged 45 to 75 also finds annuity demand rising, a T. Rowe Price executive said in the same briefing.