The Department of Labor has extended the public comment period for a program that would allow fiduciaries to self-correct for...

Cetera invests in $1.7B Kansas-based advisory; Atria snags two adviser practices from LPL; and more.

Lincoln Financial Group names Vince Garzarella VP; Northern Trust Asset Management names new presidents; Empower promotes Noble to general counsel;...

Putnam brings its first ESG-focused target-date series to defined contribution plans, with plans for further choice, personalization.

As of the fourth quarter of 2022, the total market for 529 savings plans rose to 16 million accounts with...

Equitable expands variable universal life portfolio; First Trust offers alternative assets-based ETFs; and more.

One of a string of lawsuits filed against companies that put retirement savers into a BlackRock TDF suite was dismissed...

A panel of financial professionals said misunderstandings about educational requirements or beliefs that the industry does not serve all communities...

The latest retirement plan participant tracking from Vanguard and Bank of America show retirement savers’ resilience last year. 

In the State of the Union address, Biden commits to protecting Social Security and Medicare from cuts to address the...

Participants held steady elsewhere, but Voya credits uptick to enrollment campaigns, new plan features and free trials.

Investment associations say in a letter that the SEC is exceeding its authority by asking to access all off-channel business...

The Florida Pension Group is OneDigital’s seventh such partnership in 12 months as it expands its retirement-linked wealth management capabilities.

New research among financial service and insurance companies reveals women’s careers are more at risk as workplace flexibility begins to...

Cetera Financial Group broke adviser recruiting record in 2022; Advisor Group added 1,800 advisers representing $84.2B in client assets in...

Over 100 investing firms including Callan, Northern Trust Asset Management, and Nuveen pledged to boost DEI and track their progress.

LMP’s majority stake in the retirement administrator and recordkeeper will fund strategies including “aggressive” strategic acquisition.

U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.

AllianzIM launches 2 buffered ETFs that hedge S&P 500 exposure; Capital Group releases 12 active-passive model portfolios; eMoney Advisor releases...

A recent survey of U.S.-based financial advisers revealed they expect elevated volatility in 2023 and will position their clients more...