News

The new federal reporting provisions for pharmacy benefit managers are more than a generic transparency mandate, according to Groom Law...

Betterment expands model marketplace with new portfolios; Kestra Holdings unveils new client portal powered by Addepar; Nasdaq unveils private capital...

The partnership will feature digital content and a national advertising campaign.

Sales of registered index-linked annuities particularly stood out, increasing yearly totals by 20% since 2024, according to LIMRA.

The deal, which will create a firm with nearly $2.5 trillion in assets under management, is expected to close during the...

Almost 70% of eligible executives participated in nonqualified defined contribution plans in 2025, according to the Plan Sponsor Council of...

A federal judge dismissed a complaint challenging Vanguard Marketing Corp.’s $100 fee for customers who close their brokerage accounts and...

Osaic Affiliates With 2 Firms From LPL Financial; CAPTRUST acquires Alpha Cubed Investments; Bluespring Wealth Partners adds $2.3B with New...

The combined firm will have $1.3 trillion in assets and aim to serve a broader range of institutions.

The district judge denied a motion to dismiss claims that Illinois Tool Works and its plan fiduciaries had breached their...

About 9 out of 10 advisers surveyed by T. Rowe Price who offered advice on charitable donations said they saw...

Both MetLife and HealthView Services predicted an increased need for retirement planning advice, particularly due to anticipated health care costs.

Additional income guarantee features have been incorporated into MassMutual’s annuity portfolio.

The complaint alleges that Nationwide’s 401(k) plan improperly included an affiliated stable value fund that gave company employees less favorable...

Hazel, an artificial intelligence-powered platform, also launched interactive scenario modeling that can analyze retirement transitions.

A Nationwide survey found small and midsize entrepreneurs could be a growing audience for advisers’ support.

International equity and emerging market funds saw the most net trading inflows.

The company was accused of mishandling forfeitures and having excessive plan fees.

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the...

The agreement is intended to expand their offerings, including a collective investment trust for the US defined contribution pension market.