News

Morningstar says plan advisers should go over much more than regulatory education with sponsors and asset managers.

The proxy advisory industry is under intensifying scrutiny from President Donald Trump’s administration.

More than a year has passed since the council last met; all past members’ terms have ended or have been terminated.

Gunderson Capital Management joins GCG Advisory Partners platform; $110M advisory team joins Ameriprise Financial; Simplicity Group buys CPS Horizon Financial...

Sub-regulatory guidance will be the agency’s focus, rather than ‘regulating by enforcement.’

The consulting and technology firm is acquiring Broker Educational Sales & Training and will offer its continuing education programs for insurance...

By establishing a framework, participants can more accurately forecast how to budget their retirement funds, according to a Guardian study.

Courts are not required to treat the Department of Labor’s six-factor test for plan fiduciaries as anything more than one...

With 43% of advisers worrying they will not retain assets when a client’s spouse inherits, Natixis IM highlighted the need...

The segment of wealth manager Mariner includes 367 financial advisers and $31 billion in assets under management.

A survey found users scored 60 out of 100 on an assessment of their preparedness for retirement’s financial, physical and...

A federal judge in Pennsylvania said the case’s outcome does not hinge on the Supreme Court ruling in a separate...

Retirement plans relying on manual processes and aging infrastructure are struggling to keep pace, according to the industry group.

According to Pentegra, 80% of surveyed advisers cited mitigating risk as the leading factor driving their positive perception of pooled...

A LIMRA paper makes the case for financial advisers including long-term-care costs in retirement planning.

BetaNXT launches InsightX; GWN Securities taps Advisor360’s Parrot AI for adviser workflows; Jump expands partnership with Perennial Financial Services for...

Tennessee legislators instead advanced a substitute bill changing the focus to Trump Accounts.

Workers surveyed said they seek clearer and more personalized retirement guidance from employers, according to Franklin Templeton.

Mercer rearranges senior investment leadership; Glenmede appoints a New York regional director; Nationwide taps head of annuity business development; and...

NFP launches digital insurance platform and Zephyr expands custodial data aggregation for advisers.