News

The ERISA Advisory Council has not yet set a date for the year’s first meeting, and the DOL has also...

Renamed as Prime Capital Family Office, the Austin-based team will focus on ultra-high-net-worth clients.  

Principal appoints head of retirement solutions; benefits attorney joins Wagner Law Group; Variant Investments appoints head of institutional sales; and...

The Senate Committee on Health, Education, Labor and Pensions cleared President Donald Trump’s nominee to head the Department of Labor,...

Wong was previously head of retirement platforms at J.P. Morgan Asset Management.

Apollo, State Street private-debt to release new ETF; Betterment Adviser Solutions launches solo 401(k)s; LPL Financial selects SS&C to support...

According to the Investment Company Institute, the most significant changes were made without public input. 

Starting this week, the Social Security Administration is making retroactive payments because of changes to the WEP and GPO, with...

Collective investment trusts would provide increased choice and flexibility, says Equitable’s Fred Makonnen.

The circuit judge granted a 60-day abeyance in two lawsuits against the DOL over its Retirement Security Rule.

The guide should assist CFPs in complying with the duty of care standards outlined in the board’s code of ethics...

M&A deals with private equity backing have surged over the past decade, according to Fidelity.

The funds returned 9.47% in fiscal 2024, according to a National Conference of Public Employees Retirement System study.

The third-party call center representative improperly accessed personal data of retirement plan participants between December 2024 and January 2025.

The transaction will expand Great Gray’s presence in the retirement plan advisory market.

The Cyber and Emerging Technologies Unit will be led by Laura D’Allaird, who was co-chief of the predecessor Crypto Assets and Cyber Unit.

Marsh McLennan’s Mercer to acquire SECOR Asset Management; Creative Planning acquires Maxwell Wealth Strategies.