News

Blackstone announces leadership appointments in private wealth division; Lenox Advisors announces partner promotions; Northern Trust Wealth Management adds global head...

Overall 401(k) plan costs have declined in the past decade, according to new research from the Investment Company Institute.

Nearly half of surveyed institutional investors were expecting lower returns for the S&P 500 Index this year, according to asset...

The most-used vehicle in the target-date market since 2024, collective investment trusts continue to dominate to the tune of 20%...

Morningstar introduces AI assistant embedded in adviser workflow; Wealthbox CRM platform adds 3 AI features; FutureVault unveils AI insights engine;...

According to a recent survey, financial advisory firms and professionals value customer relationship management solutions the most of all fintech...

Research from State Street and McKinsey underscored forthcoming demographic changes—and the effects on retirement finances.

Duncan & Haley advises employer-sponsored retirement plans and adds $660 million in assets under management.

Women are increasingly taking roles in wealth management, but tend to lag in firm ownership, revenue generation and long-term leadership,...

In a fiduciary breach case brought against Genworth's 401(k) plan, the Fourth Circuit ruled that ERISA claims tied to defined...

Wealth Enhancement acquires $1.2B adviser team; Summitry buys $721M RIA; NewEdge Advisors surpasses $14B with Stonegate Partnership; and more.

After choosing not to defend the regulation in an earlier case, the Department of Labor has again declined to oppose...

In rejecting an offer from Victory Capital, the board of the asset manager prioritized the accepted offer from Trian Fund Management and...

The Department of Labor had already ceased defending the investment advice rule and is now joining the plaintiffs in requesting...

Asset allocation rules remain uncertain as investment managers push for greater diversification. 

Data from PLANSPONSOR and Ascensus show an increased need for plan awareness and understanding to address a lack of plan...

Cressent President Susie Cranston will be elevated to the chief executive role, effective April 15.

At recent Securities and Exchange Commission roundtables, experts warned that without clearer disclosures on valuation, liquidity and fees, private assets...

‘Nothing looks like a panic,’ per Alight’s Rob Austin.

Data show retirees are holding back, but not for fear of running out of money.