News

One-quarter of surveyed pre-retirees do not have a set age for when they will retire, according to Fidelity.

The company has already vowed to match federal $1,000 deposits to employees’ qualifying children.

Vanguard was February’s best-selling exchange-traded fund promoter in the US, according to the London Stock Exchange Group.

Workers nearing retirement are delaying retirement and taking precautions as they fear inflation pressure, Social Security and government policies, Boston College research...

Victory Capital offers more money to acquire Janus Henderson; Waverly Advisors acquires McBride Financial Advisors; Summit Financial partners with $1.2B RIA; and more. 

Republicans claimed the bill would reduce the number of cases that lack merit but force employers into costly settlements. 

More employees are seeking benefits that address their emergency relief needs, according to recent surveys.

Advisers can customize portfolios without additional paperwork or trading surchargers.

The new hire will report to the team’s head, Christine Curtiss.

A circuit court’s ruling that ERISA fiduciary‑breach claims may be based only on individualized monetary losses has already impacted a...

Recent surveys shed light on the value advisers are taking from advances in artificial intelligence.

The bill pushes back against President Donald Trump’s embrace of digital assets, including efforts to expand their use in defined...

Wilshire Indexes, which formerly offered the Wilshire 5000 stock market gauge, could not outcompete larger benchmarking businesses.

Transamerica’s new  assistant consolidates retirement accounts; Manulife partners with Akka; FaybI AI agents offered in US; and more.

The Department of Labor argues ex-advisers lack legal standing to contest advisory opinion in arbitration dispute.

Sam Waldon has returned to the role of acting director.

The platform debut follows OneVest’s strategic partnership with Merit Financial Advisors.

The offering is intended to help advisers identify annuity contracts that can be exchanged for a fee-based product and to...

The Department of Labor had already stopped defending the rule on investment advice in court.

As financial advisers show concerns about structural economic risks, experts say retirement strategies need long-term focus.