News

The segment of wealth manager Mariner includes 367 financial advisers and $31 billion in assets under management.

A survey found users scored 60 out of 100 on an assessment of their preparedness for retirement’s financial, physical and...

A federal judge in Pennsylvania said the case’s outcome does not hinge on the Supreme Court ruling in a separate...

Retirement plans relying on manual processes and aging infrastructure are struggling to keep pace, according to the industry group.

According to Pentegra, 80% of surveyed advisers cited mitigating risk as the leading factor driving their positive perception of pooled...

A LIMRA paper makes the case for financial advisers including long-term-care costs in retirement planning.

BetaNXT launches InsightX; GWN Securities taps Advisor360’s Parrot AI for adviser workflows; Jump expands partnership with Perennial Financial Services for...

Tennessee legislators instead advanced a substitute bill changing the focus to Trump Accounts.

Workers surveyed said they seek clearer and more personalized retirement guidance from employers, according to Franklin Templeton.

Mercer rearranges senior investment leadership; Glenmede appoints a New York regional director; Nationwide taps head of annuity business development; and...

NFP launches digital insurance platform and Zephyr expands custodial data aggregation for advisers.

Emerging markets and stable value funds were the asset classes with the most trading inflows during the first quarter of...

Among surveyed advisers, 70% said they believe more clients will invest in private markets over the next three years.

The new pooled employer plan is intended for nonprofits creating new retirement plans or looking to transition from a provider...

Expert Insights will be widely available for client portfolios later this year.

The cash-strapped US Postal Service says its suspended contributions to the federal pension program ‘will not affect the benefits of...

Woodcock will fill the role on May 4, with interim head Sam Waldon continuing to serve until then.

Higher interest rates may provide more money to a first-year retiree than standard 4% withdrawals, according to the annuity provider.

The partnership intends to automate and shorten the 401(k) plan set-up process to just 15 minutes.

Prudential Advisors adds 2 advisers with $300M; Merit Financial Advisors acquires Strategic Retirement Plans; Integrity adds Perspective Wealth Planning to...