Half of employers plan to add emergency savings and student loan debt matching via SECURE 2.0, according to MFS Investment...

Envestnet launches ActivePassive ETFs; Orion Advisor Technology reveals industry’s first ChatGPT integration; AI chatbot Mo debuts on Morningstar platforms; and...

SMArtX adds 25 strategies to unified managed accounts platform, including from Fidelity and Nuveen; Goalsetter partners with Envestnet; Holistiplan tax...

Hub International acquires Red Rock Financial; Hightower makes Strategic Investment in Ten Capital Wealth Advisors; Wealth Enhancement Group adds Heacock...

October Three expects its plan approach and thought leadership to combine well with RLC’s educational resources and guidance for advisers.

Respondents to WIPN study reported employer support and flexible schedules available for caregivers, but three in 10 women said caregiving...

Thornburg Investment Management CEO to leave later this year; Franklin Templeton expands alts team; Lockton announces new global leadership structure;...

Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.

When asked whose counsel they would seek before setting up an employee retirement plan, small business owners prioritized family, friends...

The firm’s investment in Deerpath Capital Management comes as institutional and private investors look to alternatives for returns amid volatile...

Amassing sufficient retirement income and the impact of taxes on retirement savings are small business owners’ top concerns.

Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.

More than 20% of U.S. workers made reported borrowing from their retirement savings in 2022, according to FinFit.

Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.

Artificial Intelligence could play a role in scaling investment advice and decisionmaking.

A Voya study finds added financial challenges reduce plan participation, savings rate and average balances for Black and Latino employees.

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.

Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.

The expert suggested reevaluating the 60/40 portfolio and investing in exponential technology.