News

More than half of surveyed clients expected their financial adviser to offer estate planning.

Lido Advisors appoints Dan Marquis as CFO; IRALogix hires Lisa Matthews as VP of fraud and risk; Cerity Partners hires...

Fifteen states now have some automatic enrollment of public sector employees, but nearly half of US states prohibit it.

Nearly 70% of advisers believe artificial intelligence has had a positive effect on their industry, according to Edward Jones.

Only 31% of surveyed women felt highly confident taking control of savings and assets, according to Beacon Pointe Advisors.

Even when controlling for demographic variables, positive relationships remain, according to data from a joint study.

Vanguard offers adviser framework to Envestnet; BlackRock Aladdin expands private markets benchmarks, indexes; Bloomberg provides pre-trade analysis API; and more.

The venture capital firm, California’s public pension fund and other investors are reportedly paying $2.8 billion for the asset manager.

This comes amid a wave of plan sponsors opting to outsource the investment management of their pension plans.

The investigation into common interest agreements resulted in recommendations for 3 agencies.

Fuse Research Network found that 61% of surveyed advisers most valued strong investment knowledge.

Participants can select income features and turn a portion of their retirement savings into an annuity contract.

Principal acquires benefits company; LPL Financial hires 2 advisers in separate transactions; Retirement and Wealth at Alliant buys Retirement Solution...

Fewer financial worries and increased longevity were among the benefits reported by Chilean retirees surveyed about guaranteed income.

The company argues that claims of underperformance should be judged against a meaningful, comparable benchmark.

Registered investment advisers have gained access to new investments such as Voya’s V-ALT collective investment trusts.

While 78% of surveyed consumers consider video the most engaging visual format, only 11% of finance firms use it in...

More than three-fourths of Philadelphia voters backed city-sponsored individual retirement accounts.

The US Treasury also posted a rule list that provides SECURE 2.0 guidance including required minimum distributions.

The new investment accounts for eligible US children under the age of 18 are allowed to receive donations of publicly...