News

The investigation into common interest agreements resulted in recommendations for 3 agencies.

Fuse Research Network found that 61% of surveyed advisers most valued strong investment knowledge.

Participants can select income features and turn a portion of their retirement savings into an annuity contract.

Principal acquires benefits company; LPL Financial hires 2 advisers in separate transactions; Retirement and Wealth at Alliant buys Retirement Solution...

Fewer financial worries and increased longevity were among the benefits reported by Chilean retirees surveyed about guaranteed income.

The company argues that claims of underperformance should be judged against a meaningful, comparable benchmark.

Registered investment advisers have gained access to new investments such as Voya’s V-ALT collective investment trusts.

While 78% of surveyed consumers consider video the most engaging visual format, only 11% of finance firms use it in...

More than three-fourths of Philadelphia voters backed city-sponsored individual retirement accounts.

The US Treasury also posted a rule list that provides SECURE 2.0 guidance including required minimum distributions.

The new investment accounts for eligible US children under the age of 18 are allowed to receive donations of publicly...

Candidly releases Trump Accounts guidance; OakPath launches personal coach ‘Aggi’ for retirees; and Vestmark opens AI research center.

A legal expert says that advisers who understand the workings of digital assets and ERISA rules will be ‘invaluable’ to...

Groups expressed concern over the CAT’s funding and ‘Orwellian’ threats to investors’ privacy.

Prudential’s David Blanchett argued that retirees’ decreased spending is mostly due to choice, rather than financial hardship.

More than 90% of small business owners surveyed said advisers should be equipped to help with employee retention.

Although not yet published, the proposed regulation is expected to bar fiduciaries from weighing climate and social factors.

Ascensus adds Roth options to SIMPLE IRA plans; MissionSquare to offer debit cards for health savings accounts; and more. 

By understanding estate and trust taxes, advisers can branch into a lucrative side of wealth management.

The Virginia lawsuit claims that plan fiduciaries kept a Nuveen fund that consistently trailed the S&P 500 for years.