News

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.

Ric Edelman, a co-founder of the namesake financial services company, will serve as founding head.

The AI-powered platform has since been adopted by stakeholders supporting 401(k), 403(b), 457(b) and defined benefit plans.

Younger savers have a better chance to reach the milestone in a retirement account, but savers starting later in life...

Daniel Aronowitz told lawmakers his agency remains focused on efficient enforcement and reducing litigation that he said had ‘stifled innovation...

iCapital alternatives accessible on Envestnet UMA platform; SEI releases CIT onboarding platform; and Vanguard launches 2 index equity ETFs.

Morningstar says plan advisers should go over much more than regulatory education with sponsors and asset managers.

The proxy advisory industry is under intensifying scrutiny from President Donald Trump’s administration.

More than a year has passed since the council last met; all past members’ terms have ended or have been terminated.

Gunderson Capital Management joins GCG Advisory Partners platform; $110M advisory team joins Ameriprise Financial; Simplicity Group buys CPS Horizon Financial...

Sub-regulatory guidance will be the agency’s focus, rather than ‘regulating by enforcement.’

The consulting and technology firm is acquiring Broker Educational Sales & Training and will offer its continuing education programs for insurance...

By establishing a framework, participants can more accurately forecast how to budget their retirement funds, according to a Guardian study.

Courts are not required to treat the Department of Labor’s six-factor test for plan fiduciaries as anything more than one...

With 43% of advisers worrying they will not retain assets when a client’s spouse inherits, Natixis IM highlighted the need...