House Committee Approves GOP Bill to Reduce ERISA Litigation
Republicans claimed the bill would reduce the number of cases that lack merit but force employers into costly settlements.
News
Emergency Relief Benefits Prove Crucial as Saving Struggles Persist
More employees are seeking benefits that address their emergency relief needs, according to recent surveys.
Altruist Rolls Out Personalized Indexing for Client Portfolios
Advisers can customize portfolios without additional paperwork or trading surchargers.
Citi Wealth Adds Managing Director of Asset Manager Relationships
The new hire will report to the team’s head, Christine Curtiss.
ERISA Class Action Suits May Decrease Following Appeals Court Ruling
A circuit court’s ruling that ERISA fiduciary‑breach claims may be based only on individualized monetary losses has already impacted a...
For Advisers, AI Becoming ‘Invisible Infrastructure’
Recent surveys shed light on the value advisers are taking from advances in artificial intelligence.
Senator Proposes Ban on Crypto Holdings in Social Security
The bill pushes back against President Donald Trump’s embrace of digital assets, including efforts to expand their use in defined...
Wilshire 5000 Index Sold After Provider Closes
Wilshire Indexes, which formerly offered the Wilshire 5000 stock market gauge, could not outcompete larger benchmarking businesses.
AI Product & Service Launches – 3/16/2026
Transamerica’s new assistant consolidates retirement accounts; Manulife partners with Akka; FaybI AI agents offered in US; and more.
DOL Seeks Dismissal of Morgan Stanley Deferred Compensation Challenge
The Department of Labor argues ex-advisers lack legal standing to contest advisory opinion in arbitration dispute.
SEC Enforcement Division Director Margaret Ryan Resigns
Sam Waldon has returned to the role of acting director.
OneVest Launches AI-Powered Wealth Relationship Workspace
The platform debut follows OneVest’s strategic partnership with Merit Financial Advisors.
DPL Introduces Interactive ‘Annuity Review’ Tool
The offering is intended to help advisers identify annuity contracts that can be exchanged for a fee-based product and to...
Texas Judge Vacates DOL Fiduciary Rule
The Department of Labor had already stopped defending the rule on investment advice in court.
How Advisers, Pre-Retirees Can Resist Volatility-Inspired Trades
As financial advisers show concerns about structural economic risks, experts say retirement strategies need long-term focus.
Retirement Industry People Moves – 3/13/2026
Blackstone announces leadership appointments in private wealth division; Lenox Advisors announces partner promotions; Northern Trust Wealth Management adds global head...
Automatic Enrollment Growing Trend Among Employer-Sponsored 401(k) Plans
Overall 401(k) plan costs have declined in the past decade, according to new research from the Investment Company Institute.
Investors’ Survey Mixed About Short-Term Market, Confident of Long-Term Returns
Nearly half of surveyed institutional investors were expecting lower returns for the S&P 500 Index this year, according to asset...
Target-Date CITs Continue to Surpass Mutual Funds
The most-used vehicle in the target-date market since 2024, collective investment trusts continue to dominate to the tune of 20%...
Product & Service Launches – 3/12/2026
Morningstar introduces AI assistant embedded in adviser workflow; Wealthbox CRM platform adds 3 AI features; FutureVault unveils AI insights engine;...