Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches...

The consultancy finds the number of new advisers has not offset those who have gone in a different direction.

BlackRock ramps up alts exposure with GIP acquisition; SageView Advisory Group acquires Palmer Retirement Consulting; Financial Advisers launches Avise Financial.

All funds from ‘Paper Right’ will go to charity FGI, focused on providing financial literacy to underserved students.

NFP names Greene president of benefits unit; Standard Hires Schaefer for West Coast regional VP for retirement plans; CFP Board...

UAW Members at GM, Stellantis to gain access to Hueler lifetime income solutions; Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs;...

Bhatia will replace 40-year Principal veteran Pat Halter in leading the firm’s asset management division.

NIPA, WIPN enhance professional development, networking opportunities; FusionIQ announces partnership with Kinecta Federal Credit Union; Ameritas and Ethos launch Index...

Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth...

The investment manager and retirement recordkeeper made the announcement as it highlights retirement saving trends, including personalization and diversification.

Hub International acquires BLS Wealth Management and Gottschling advisories; Mercer Advisors adds Transitions Wealth Management; HANYS Benefit Services rebrands as...

Among those older than 50, 41% of people prefer to handle retirement planning in-house, and almost all agree advisers should...

2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial...

PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA...

Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.

Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.

RCH predicts the automatic transfer of small-balance retirement plan accounts could grow net incremental wealth by $1.6 trillion over the...

Franklin Templeton completes Putnam acquisition; Wealth Enhancement Group adds RIA Foundational Wealth Advisory.

Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF; Alpha Blue Capital Management LP enters Active ETF Space; KKR Income...

Wealth Enhancement Group acquires Asset Management Resources; Millennium Trust acquires Maestro Health’s consumer directed benefits business; Kestra Private Wealth Services...