News

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.

Facing a Senate committee, Kevin Warsh said President Donald Trump ‘never asked’ him to commit to specific monetary policy decisions.

More than half of the advisers currently required to file Form PF, a disclosure document, would be exempt if previous...

Recently released FINRA research shows 61% of surveyed investors aged 18 to 34 made investment decisions based on recommendations from...

The smallest share of workers and retirees in nearly a decade reported being confident they have enough money to live...

Experts answer questions regarding fiduciary duties for health benefits in retirement plans.

Justin Danhof publicized his appointment via a LinkedIn post, but his new position has not been confirmed by the Department...

Chavez-DeRemer, the third Trump Cabinet member to depart this year, will reportedly take a job in the private sector.

The breach occurred on March 2 but was discovered on March 18, according to the Maine attorney general’s office.

Plan fiduciaries can evaluate retirement plan investment menus, including target-date funds with embedded guaranteed income solutions.

Congruent Solutions launches CORE PlanSuite; Lettuce Financial acquires Carry’s retirement, investing platform; Finny launches growth-driving agent; and more.

Plaintiffs say the 4th Circuit’s previous rejection of class certification for thousands of retirement plan participants misinterprets ERISA.

Surveyed pre-retirees had a median of $56,000 in their retirement accounts, yet on average thought $500,000 was needed in retirement.

Morgan Stanley adds new member to Fiduciary Consulting Group; Orion appoints new wealth management sales lead; Manulife John Hancock Retirement...

The artificial-intelligence-powered system is designed to consolidate the many documents needed to run collective investment trusts.