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American Century selects chief marketing officer; GW&K adds members to advisory team; Alight Solutions announces new partnerships EVP; and more.

However, the judge voiced concerns about the amount of plan assets invested in proprietary products and has granted the plaintiffs leave to again amend their compliant.

Fidelity partners with Ethic to offer tailored portfolios; Global X launches cannabis ETF; SSGA rebrands ETFs to portfolio suite; and...

Eugene Scalia is known for having worked in the trenches of a number of labor issues for many years, and experts suggest he could have a big influence...

Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.

The deal announced by Creative Planning and America’s Best 401k shows recordkeeper consolidation is not just occurring at the top end of the market.

It requires a delicate dance between the adviser and the sponsor when tailoring the respective defense strategies.

The plaintiff in the case, in which lower courts sided with Great-West, argues that the lower courts erroneously distinguished plan contracts from any other type of plan asset.

Finding the right partner can be critical, both to winning new business and keeping clients happy.

The retirement plan industry is flush with data points and analyses. In this edition of Data Mine, we have dug...

Plan advisers and adviser teams looking to be considered for our 2020 Top 100 Retirement Plan Adviser listing must complete the first step in this process by end-of-day...

A judge ultimately decided the plaintiff can only assert an action against Nationwide and her plan sponsor, and each of the 250,000 putative class members can only assert...

Sponsors are beginning to be willing to adapt their plans to accommodate retirees' lifetime income needs.

Industry insiders discuss why offering financial wellness is a must-have for today’s retirement plan advisers.

David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities.

Transamerica hires RVP for large-market team; former Wells Fargo advisers open RIA firm; and past PIMCO and Goldman Sachs exec...

Expert attorneys and fiduciary insurance carriers demonstrate how advisers can put their best foot forward.

The final regulations reflect statutory changes, including changes made by the Bipartisan Budget Act of 2018.