News

Benefits provider Lively found its customers spent an average of 80% of their health care account assets in 2024, reflecting...

The Garden State has proposed labeling investment advisers and broker/dealers ‘employees’ rather than ‘independent contractors.’

The association makes a case that incorporating private credit into investments like target-date funds can improve participant outcomes.

President Donald Trump’s key tax and spending legislation will result in a net increase of $168.6 billion in Social Security...

The company intends to create a new generation of offerings to improve advisers’ productivity.

Securities and Exchange Commission veteran Valerie Szczepanik was named its chief artificial intelligence officer to lead the agency-wide effort.

The second version of IRALogix’s index showed stability on the surface, but deeper issues in planning and confidence point to...

By introducing a PIN option and ending paper checks, the Social Security Administration hopes to protect recipients from fraud and...

The Chamber of Commerce, the Center on Executive Compensation and the American Benefits Council joined the brief, urging the court...

There is a generational divide when it comes to what older and younger Americans are choosing for their investments.

Nearly half of respondents in a Northwestern Mutual survey preferred financial advisers who understood and used artificial intelligence, but most...

Surveys from F&G and Equitable reveal that inflation, economic uncertainty and a lack of financial guidance are prompting many pre-retirees...

The newly formed firm will have more than 1,750 attorneys in more than 20 offices.

Using ‘minimal data’ from clients, RightExpress builds specialized financial plans for advisers.

The complaint, filed last year, alleged Siemens violated ERISA by using forfeitures “in its own interest,” rather than in the...

Pontera lauded the decision for ‘providing clear guidance that prioritizes investor choice and protections.’

A congressional bill introduced last week would allow financial regulatory agencies to experiment with artificial intelligence without the ‘expectation of...

These households, which have increased in the last two years, also reported feeling ‘very experienced’ at investing.

The cuts will affect retirement research at several institutions, including: the University of Wisconsin-Madison, Boston College, the National Bureau of...

The task force, established by a January executive order, made proposals related to several digital finance issues.