News

A survey of financial professionals shows how they are changing investment strategy and retirement planning approaches.

Personal data of about 77,000 customers were accessed by an unauthorized third party, according to Massachusetts regulators.

Citi Wealth launches Citi Sky; BetaNXT debuts validation platform; and Hamachi.ai platform integrates fpPathfinder planning intelligence.

The US 4th Circuit Court of Appeals also shared its six-part framework to distinguish between a bonus program and a...

There were 41.7 million health savings accounts in the US at the end of last year—a 6% increase from 2024,...

Raymond James gains head of ETF strategy; Marsh appoints health practice leader; SILAC names new president; and more.

Economic uncertainty has led two-thirds of survey respondents to stress about running out of money more than anything else.

The Republican-sponsored bill would also impose new voting and reporting duties on asset managers and pension fiduciaries.

The Department of Labor previously filed an amicus brief supporting the defendants in the case, Hutchins v. HP Inc.

A recent survey from ZipRecruiter found 71% of retirees relied on Social Security as a primary income source.

Lincoln Financial joins Waterlily long-term care platform; IRALogix, Capitalize partner to streamline rollovers; Citi Wealth, Advyzon develop global unified managed...

Democrat and Republican members alike criticized pharmacy benefit managers, who they say profit from driving up drug costs.

The resource is intended to educate plan sponsors, advisers, consultants and fiduciaries about available options.

As the Department of Labor publishes comments on its proposed rule on alternative investments in defined contribution plans, industry leaders...

An assessment of financial advisory firms’ branding found that about 40% used website copy that lacks distinction, a communication firm...

Modern Wealth Management acquires Brown and Co.; $800M breakaway Merrill Lynch team launches Soteris Private Wealth; Wealthspire’s Fiducient Advisors to buy Sellwood Investment Partners: and more. 

The new registered investment adviser has more than $4 billion in assets under management and offices in eight states.

The funds are intended to guard retirement savers’ investments against rising health care costs.

A study found nearly 40% of young adults said they relied on artificial intelligence tools for financial advice.