News

The ruling from the 8th Circuit Court of Appeals could impact a growing wave of ERISA litigation targeting employer wellness...

FINNY Launches Enterprise Growth Platform for Wealth Management Firms; PGIM expands ETF lineup With 2 Securitized Credit Funds; Schwab Asset...

Investors adjusted their portfolios through trading, but their accumulation strategy remained unchanged, according to Alight.

Experts emphasized the importance of client service tools and weighed in on recordkeeper expansion into financial wellness.

There is a sharp divide about how far plan fiduciaries should be allowed to go when considering alternative investments.

House Democrats raised questions over Commissioner Frank Bisignano’s claims that his agency is having its ‘best overall performance.’

The suite will include optional allocations to lifetime income through Nationwide and New York Life.

MAI acquires Saybrook Wealth ahead of Carlyle sale; LPL taps adviser to launch Allegia Wealth Management; Mariner plans to buy...

The current estimate says the agency will have enough revenue to pay 83% of benefits due at that time.

A corporate survey found 80% of respondents said their managers had a ‘hands-off’ approach to artificial intelligence.

Plaintiffs alleged that MetLife had given them fewer benefits after using actuarial tables dating back to the disco era.

According to Bureau of Labor statistics, the median salary of financial advisers rose in more than half of US states...

The U.S. 4th Circuit Court of Appeals will not rehear Trauernicht v. Genworth, which could impact plaintiffs’ chances for class...

Recent reports revealed that Generation Z savers budget openly with friends and that Millennials are giving more to charity.

The States’ Unclaimed Retirement Clearing House allows plan sponsors and recordkeepers to transfer uncashed distribution checks to a plan’s state...

Claro Advisors launches AI assistant; Zocks, Conquest Planning introduce AI integration; and Clearwater Analytics offers AI products for institutional investors.

Hub International creates cross-sell leadership role; Lincoln Financial promotes executives to committee roles; Empower taps new lead for government, Taft-Hartley...

Investors are encouraged to consider the purpose behind their choice of products.

Within a defined contribution plan lineup, managed accounts provide unique personalization for clients often through participant data and more access...

Former co-CIO Ken Leech was accused of cherry-picking, and the penalty will go to affected investors.