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The tool aims to help financial professionals more easily grow, retain and engage their client bases.

The bill would amend the DOL’s current default investment safe harbor regulations to allow, but not require, a retirement plan’s default investment to include a limited investment in...

The bill, which has been introduced in previous legislative sessions, would allow annuities to be a default investment in employer-provided...

One telling stat identified in new NEPC research is that managed account adoption has remained stagnant for several years now, while index-based target-date funds have grown in popularity.

The American Academy of Actuaries looks to clear up misunderstandings about recent life expectancy data released by the CDC.

Many people are reluctant to share additional in-depth financial details for security reasons and for fear of being bombarded with...

The complicated ruling offers some support for the defendants’ arguments but allows other claims to proceed to discovery and trial.

Easterly Asset Management hires VP of intermediary relationships; abrdn bolsters consultant relations team; Nationwide promotes pension risk transfer business leader;...

Its report studied ways the DOL can try to close the gaps in retirement savings based on rase, ethnicity and...

The Department of Labor wants help identifying actions it can take to safeguard employees’ savings and pensions from threats related...

The burgeoning collective investment trust marketplace is creating new opportunities for retirement plan investors and trust companies alike—as well as new due diligence requirements for fiduciaries.

Under the proposal, registered investment advisers and investment companies would have to adopt and implement written cybersecurity policies and procedures ‘reasonably designed to address cybersecurity risks.’

Ahead of the expected end to the federal student loan forbearance, Equitable’s free tool is designed to help non-profit employers determine their eligibility for the Public Service Loan...

Defined contribution plan sponsors including alternative investments may need to use retirement plan advisers to evaluate and monitor the investments,...

Pershing and Pacific Life make fee-only annuities available to RIAs; ISS ESG launches labels and standards solutions; Xtrackers by DWS...

An individual in Ohio was recently indicted by a grand jury on charges that he fraudulently claimed the assets he...

On average, 0.017% of balances were traded daily in January despite the backdrop of a volatile stock market, according to...

A survey finds respondents are concerned about future uncertainties and say long-term financial planning has become more important.

The coaching program is aimed at advisers who want to grow revenue, add assets and gain new clients.