News

Last month, President Donald Trump's executive order gave the Department of Labor six months to provide its regulatory agenda.

Private equity firms now own nearly one-quarter of registered investment advisers’ assets under management, according to AdvizorPro.

Pirrello to join DCIIA as COO in 2026; Vanguard taps Natalie Lamarque as chief legal officer; Connecticut governor appoints TRA’s...

The financial services company also acquired about $32.5 million in related deposits from Old National Bank.

Robust savings and a market rebound pushed balances higher, with ‘401(k) millionaires’ reaching a new peak.

Attorneys from the AARP Foundation are co-counsel in a lawsuit that claims TIAA invested plan participants’ retirement funds in a...

After seven years at Ascensus, Jason Crane will oversee all strategy and execution for Lincoln’s Retirement Plan Services business.

The U.S. Department of Labor released 150 regulatory proposals, including reversals of Biden-era Environmental, Social and Governance rules and the...

More than two-thirds of surveyed benefits decisionmakers said they used nonqualified deferred compensation plans to retain executives, according to NFP.

Michael Hunstad, co-CIO of Northern Trust Asset Management, has succeeded Daniel Gamba as president.

Janus Henderson releases charitable investment accounts; SEI launches multi-strategy alternative ETF; and Zocks, Orion offer AI integration to provide portfolio...

A Massachusetts magistrate said former retirement plan participants had standing to sue AT&T and State Street Global Advisors but disregarded...

Assets in target-date investments with embedded income features totaled $103 billion on June 30, according to Sway Research.

Focusing on the retirement and wealth channels, Goldman will invest up to $1 billion in T. Rowe Price, and the...

The companies are offering a secure platform for advisers to manage client workplace retirement accounts.

The acquired businesses, expected to operate as one group moving forward, include Fiducient Advisors, Newport Private Wealth and Wealthspire Advisors.

Charles Schwab found its average self-directed brokerage account balance rose 7.9% during Q2 2025.

Plaintiffs allege that Weyerhaeuser improperly transferred $1.5 billion in pension liabilities from its pension plan by purchasing annuity contracts.

A healthy 65-year-old couple will need $17,000 more in savings for total retirement health care costs than was needed in...

Former Merrill and Hightower advisers create an independent advisory firm in Connecticut; United Capital Financial Advisors acquires The Paul Group;...