News

Fidelity Investments research reveals women are prioritizing long-term financial security and disciplined money habits amid ongoing economic uncertainty.

More than 60 institutional investors managing a combined $8 trillion sent a letter claiming the Securities and Exchange Commission’s decision...

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning.

The indexes, which will benchmark nontraded, semi-liquid funds, are scheduled to be released in the first quarter of 2026.

Most surveyed traders said the market will have a strong fourth quarter, but long-term economic concerns are mounting.

Military veterans can benefit from working with advisers who understand their financial challenges as they transition to civilian life, according...

Pooled employer plans could be the next big target in ERISA litigation, according to Jamie Fleckner, an ERISA defense attorney...

Industry experts say clients’ longevity fitness depends on managing risks of depleting savings, cognitive decline, physical falls and social isolation.

While target-date funds have age-appropriate levels of risk, they do not consider unique life circumstances or participants’ diverse levels of...

The 30-year industry veteran will lead Modern Wealth’s national mergers-and-acquisitions strategy.

Stockholders of the Charlotte, North Carolina-based insurance company will receive $70 per share in an all-cash transaction valued at approximately...

Perennial Financial Services names chief growth officer; NFP appoints national practice leaders for retirement and wealth; Financial Planning Standards Board...

Two attorneys specializing in ERISA made a case that defined benefit plan participants still deserve federal protection under the Pension...

Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable and...

AE Wealth Management releases AE Private Exchange; Benegames launches MaxHSA; and CWAN introduces AI platform.

The settlement will cover more than 6,000 current and former participants of the Hess Corp. Employees’ Savings Plan.

A Citizens Financial Group survey found that most young adult respondents prioritized financial independence and fulfillment, rather than wealth.

The wealth and retirement platform, which combines 5 NFP Corp. entities, has more than $580 billion in assets under management...

Alerus Financial expands relationship with Osaic’s institutional channel; Bluespring Wealth Partners acquires Signature Wealth; Mai Capital Management acquires Evoke Advisors;...

The plan’s custom benchmark failed to properly track the investments, which underperformed similar funds, according to the plaintiffs.