News

Modern Wealth acquires AWA Wealth Management; Cerity Partners to acquire 3 firms;  Merit Financial Advisors taps $888M adviser team; and...

A recent survey found most people poised to inherit in the next decade work with financial professionals, but only 6%...

Compass Advisors and Long Island Wealth Management add a combined $1.2 billion in assets.

Plan fiduciaries should do their due diligence to understand the vehicles and their underlying investments, according to experts.

Most survey respondents (81%) said they are becoming responsible for their full retirement fundings, breaking the three-pillar retirement model.

Founder Rick Kent will become executive chairman, and Zach Mersberger will become president.

Researchers say plan fiduciaries should focus on participant outcomes, fees and portfolio construction vs. access to private assets alone.

As of Monday’s public comment deadline, more than 80,000 comments were submitted.

Smarsh adds agent, MCP server; Trading Central launches MCP server; and Evergreen Wealth CEO launches Evergreen.ai.

The Department of Labor’s inspector general was also urged to audit the agency’s public comment process.

Sixty-three percent of first-generation wealth builders said they would prioritize saving for retirement over buying a home, according to a...

With an increase over Q1, defined contribution assets make up 33% of household financial assets.

Among surveyed pre-retirees, 84% said they preferred to play an active role in their retirement planning and saving decisions.

Envestnet updates 3 platforms; Nestimate, Nationwide partner on TDF, lifetime income evaluation; Equitable debuts TDF series and bitcoin-linked RILA; and...

Some required plan amendment deadlines extended beyond the previous general deadline of year-end 2026.

The House of Representatives passed the legislation affecting employee stock ownership plans by a vote of 401 to 14 Wednesday.

Lori Heinel will continue in her role until her retirement in March 2027.

Task automation using artificial-intelligence-powered tools more than doubled among survey respondents since last year.

The California ruling is the latest opinion favoring employers scrutinized for offsetting future plan contributions.

NFP acquires Moores Insurance Management; Horizon Wealth Management joins LPL; Apella Wealth welcomes Longview Financial Advisors; and more.