News

A new report revealed a 13-point gap between women and men in retirement confidence, underscoring how competing financial priorities affect...

Experts say the conversation about alternative investments in defined contributions plans has shifted from whether they can be used in...

The initiative will encourage financial professionals to recommend lifetime income products and raise awareness among members of Generation X.

Retirement Advisor Council survey respondents shared which plans they think are best suited for private assets investments.

Last year’s mergers and acquisitions of registered investment advisory firms beat the previous record set in 2024 by 27%, according...

Addressing the House Committee on Financial Services, Paul Atkins said that 401(k)s should have access to alternative investments, much like...

Intel workers are contesting the private equity investments within their 401(k) plan.

Citi hires heads of multi-asset-class solutions, portfolio construction; Hub International appoints vice president, private client risk adviser; and more.

More than 60% of surveyed registered voters said they support efforts to expand private market investments for retirement plans, according...

The new federal reporting provisions for pharmacy benefit managers are more than a generic transparency mandate, according to Groom Law...

Betterment expands model marketplace with new portfolios; Kestra Holdings unveils new client portal powered by Addepar; Nasdaq unveils private capital...

The partnership will feature digital content and a national advertising campaign.

Sales of registered index-linked annuities particularly stood out, increasing yearly totals by 20% since 2024, according to LIMRA.

The deal, which will create a firm with nearly $2.5 trillion in assets under management, is expected to close during the...

Almost 70% of eligible executives participated in nonqualified defined contribution plans in 2025, according to the Plan Sponsor Council of...

A federal judge dismissed a complaint challenging Vanguard Marketing Corp.’s $100 fee for customers who close their brokerage accounts and...

Osaic Affiliates With 2 Firms From LPL Financial; CAPTRUST acquires Alpha Cubed Investments; Bluespring Wealth Partners adds $2.3B with New...

The combined firm will have $1.3 trillion in assets and aim to serve a broader range of institutions.

The district judge denied a motion to dismiss claims that Illinois Tool Works and its plan fiduciaries had breached their...