News

Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...

The SAFER Banking Act addresses several banking and workplace topics for the companies.

MMA’s retirement and wealth head is continuing to build a dual-pronged team that can work across retirement plan advisement and...

Transamerica to collaborate with Bestow; Envestnet partners with Iconik; Lumiant announces partnership with CFGS; and more.

Older adults without cognitive impairment are still vulnerable to scams, FINRA and JAMA found.

Comment periods would remain open for the AI and safeguarding proposals, but comments would not be reviewed in real time.

A number of advisers to RIAs are predicting lower historical growth rates on stocks and bonds, posing challenges for retirement...

The adviser for a mutual fund argues against alleged Liquidity Rule violations because the company was not responsible for the...

A new address for paper premium payment checks will start October 6.

Younger generations and their older counterparts are equally interested in receiving advice from a financial professional, according to new research...

The agreement marks the company’s seventh state-facilitated retirement partner.

Personalized advisement remains key for working retirees no matter their circumstances, says a financial adviser with the recordkeeper.

The need to relate more to female participants comes as 71% of women report they will outlive their retirement savings, according...

The Social Security Administration will officially announce the adjustment rate on October 12, and it is projected at less than...

Five circuit courts have now heightened the standard for 401(k) participant lawsuits, but ERISA attorneys do not expect lawsuits challenging...

The infrastructure fund allegedly did not disclose conflicts of interest and took actions without regard for their impact on investors.

Defined contribution plans grew at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research...

Johnson Financial Group acquires Appleton Group; Bluespring Wealth Partners announces acquisition of Christopher Street Financial; Coutant Group joins UBS.

A Texas judge, appointed during the Trump administration, ruled that the DOL does not violate ERISA by permitting ESG in...

The founder, former CEO and now chairman also says serving participants—in or out of plan—will be key to succeeding amid...