The Series D funding round will be used to expand retirement programs for small and emerging businesses, including state-facilitated plans.

Morgan Stanley at Work unveils technology enhancements; John Hancock Investment Management launches active international equity ETF; PGIM releases 4 active...

Transamerica selected as recordkeeper for Gallagher’s 401(k) choice pooled solutions; Prospera unveils enhanced tech stack; BPAS partners with SS&C automatic...

The market prognosticator said the predictions for 2023 were among his ‘worst years,’ after a widely predicted recession did not...

The firm also predicts rising demand for end-to-end technology solutions and personalized services.

Millennium Trust acquires NuView Trust Co.; Sage Advisory Services adds Kudu Investment Management; Atria Wealth Solutions welcomes OPOC.

The company argues in the filing that its fiduciaries followed IRS guidance on how unused retirement assets can be used.

National Association of Investment Companies announces Abraham as vice president of development; Truist appoints Stengel as chief legal officer; Ameritas...

The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...

Equitable enhances flagship investment-only variable annuity; Vanguard expands ETF lineup; AllianceBernstein launches five active ETFs; and more.

Although regulators are motivated to finalize the rule, it will likely face litigation, according to Capital Group’s senior counsel.

A return to normalcy will make this time-tested stock and bond split work again in 2024, according to experts at...

Hearts & Wallets research also finds more Americans are looking to do both investing and banking with one provider.

Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...

Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.

Vanguard expands ETF lineup with 2 active bond ETFs; Mutual of America Capital Management expands MoA Funds availability; DFPG Investments...

The data-driven personalization of the experience is intended to add to Voya’s employee wellness offerings.

Both loans and hardship withdrawals have increased to the highest rate since the pandemic, according to Empower’s annual retirement study.

Advisers should identify key fee drivers to protect participant outcomes, particularly for plans of less than $1 billion.

Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.