BLS Tracks Small Changes in Retirement Benefits Access
Last year, retirement benefits remained available to the same overall proportion of private industry and state and local government workers,...
News
Capital One Settles Plan Forfeiture Case
Like similar cases, Capital One was accused of mismanaging its 401(k) plan by using plan forfeitures to reduce contributions.
Morgan Stanley Investment Management Offers Online Alts Investing Classes
The Alternatives Investing Center provides live and on-demand courses discussing how to incorporate alternative strategies into client portfolios.
Rhode Island to Launch State Auto-IRA in October
Connecticut and Rhode Island have finalized the partnership of their public retirement account programs, RISavers and MyCTSavings.
Retirement Delays Undercut Optimism About Readiness
Delayed retirements could harm employees and employers alike, according to a new Nationwide report.
Retirement Industry Deals and People Moves – 9/26/2025
Fiduciary Trust hires a senior portfolio manager; Pallas Capital Advisors adds a new strategic adviser; Northern Trust appoints a new...
2025 Top Retirement Plan Adviser: Christopher Connolly
Thoughts from Christopher Connolly, with Retirement Team at CANE.
2025 Top Retirement Plan Adviser: Jake Connors
Thoughts from Jake Connors, with Compass Financial Partners, a Marsh & McLennan Agency LLC Company.
2025 Top Retirement Plan Adviser: Scott Ciullo
Thoughts from Scott Ciullo, with KerberRose Retirement Plan Services.
CITs Outpace Mutual Funds in 2024
Collective investment trusts continue to win assets at a breakneck pace.
More Than Half of Advisers Already Use AI, per Betterment
The firm’s second adviser survey identified how younger advisers—Millennials and those in Gen Z—use artificial intelligence differently than older colleagues.
PRT Lawsuit Brought by Former GE Employees Dismissed
The lawsuit alleged that General Electric and related fiduciaries violated the Employee Retirement Income Security Act when they selected Athene...
DC Consultants, Advisers Weigh Capital Preservation Options
Unusual interest rate conditions mean money market fund yields—based on short-term investments and debt—are outpacing stable value crediting rates.
Product & Service Launches – 9/25/25
Equitable expands suite of RILAs; Prudential, LPL collaborate on insurance overlay; Snappy Kraken launches real-time AUM pipeline dashboard; and more.
2 Pension Risk Transfer Consultants Join BCG Penbridge
Tom Sablak and Sam Mossing will help drive and deliver cost management and de-risking consulting services for defined benefit pension...
GOP Lawmakers Request Swift SEC Guidance on 401(k) Plans’ Alternative Investments
In a letter to the SEC Chairman, nine Republican members of the House Committee on Financial Services urged swift action.
Annuities Provider Buys Stake in Janus Henderson-Owned Credit Manager
In addition to the minority interest, CNO Financial Group will provide $600 million in capital commitments.
Morningstar Acquires Stock Market Data Center for $375M
The purchase includes the CRSP Market Indexes—the benchmarks for more than $3 trillion in U.S. equities—and historical stock market data.
Crisil Acquires Analytics Provider McKinsey PriceMetrix
PriceMetrix’s proprietary database of the North American wealth management sector covers $8 trillion in assets under management.
Popular AI Chatbots Struggle With Estate Planning, but Pass CFA Exams
In separate studies, artificial intelligence chatbots gave misleading answers about estate planning and aced an overall exam for certified financial...