Women Are Gaining Wealth—But Many Lack Support From Financial Specialists
Among affluent women, a growing gap is emerging between financial engagement and real-world decisionmaking.
News
Cetera Creates $19B RIA From Merger of Avantax Planning Partners, Retirement Planning Group
The companies are expected to combine by October under a new brand: Cetera Planning Partners.
How Advisers Can Lead Long-Term-Care Planning
An insurance wholesaler recommends that clients can explore whether annuities or maximum coverage better suit their needs.
Financial Regulators Consider Responses to Advanced AI Threats
The Securities and Exchange Commission is accepting public feedback on a review of the world’s largest database of retail and...
Public to Weigh in on Trump Accounts’ Reporting Form
Starting Tuesday, the public has 60 days to submit written feedback to the IRS on the new form.
Geopolitics Drive Advisers to Build Resilient Portfolios
A survey of financial professionals shows how they are changing investment strategy and retirement planning approaches.
Fidelity Reaches $1.25M Settlement Over 2024 Data Breach
Personal data of about 77,000 customers were accessed by an unauthorized third party, according to Massachusetts regulators.
AI Product & Service Launches – 4/27/2026
Citi Wealth launches Citi Sky; BetaNXT debuts validation platform; and Hamachi.ai platform integrates fpPathfinder planning intelligence.
Appeals Court: Merrill Lynch Incentive Program Not Subject to ERISA
The US 4th Circuit Court of Appeals also shared its six-part framework to distinguish between a bonus program and a...
HSA Assets Grew by 19% in 2025
There were 41.7 million health savings accounts in the US at the end of last year—a 6% increase from 2024,...
Retirement Industry People Moves – 4/24/2026
Raymond James gains head of ETF strategy; Marsh appoints health practice leader; SILAC names new president; and more.
Allianz: Savers Worry More About Finances Than Dying
Economic uncertainty has led two-thirds of survey respondents to stress about running out of money more than anything else.
The Right Mindset for Organic Growth
Marketing and psychology know-how can help advisers gain more clients, according to growth strategists Dan Allison and David DeCelle.
House Committee Approves Bill Regulating Proxy Advisers, ESG Disclosures
The Republican-sponsored bill would also impose new voting and reporting duties on asset managers and pension fiduciaries.
DOL May Join Oral Arguments in HP Forfeiture Case
The Department of Labor previously filed an amicus brief supporting the defendants in the case, Hutchins v. HP Inc.
Social Security Dependence Reveals Retirement Income Vulnerability
A recent survey from ZipRecruiter found 71% of retirees relied on Social Security as a primary income source.
Product & Service Launches – 4/23/2026
Lincoln Financial joins Waterlily long-term care platform; IRALogix, Capitalize partner to streamline rollovers; Citi Wealth, Advyzon develop global unified managed...
Congress Take Aim at Alleged Kickbacks in Hearing on PBMs
Democrat and Republican members alike criticized pharmacy benefit managers, who they say profit from driving up drug costs.
SPARK, IRIC Create Evaluation Framework for DC Retirement Income Products
The resource is intended to educate plan sponsors, advisers, consultants and fiduciaries about available options.
Former DOL Leaders, Industry Groups Seek Extended Feedback for Alts Rule
As the Department of Labor publishes comments on its proposed rule on alternative investments in defined contribution plans, industry leaders...