News

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.

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...