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Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces addition of Shawn M. Scott team.

Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more. 

Benefits representatives discussed the importance of emergency saving assistance for employees at the EBRI-Milken Retirement Symposium.

What new advisers need to know about qualified default investment alternatives in retirement plans.

A House subcommittee hearing resulted in significant opposition from agricultural interests.

According to Escalent research, advisers are more likely to focus on immediate or traditional plan provisions with sponsors.

Bob Doll, known for his annual market predictions, is adding the CEO and president roles to his position as Mike Kern steps down.

UAW Members at GM, Stellantis to gain access to Hueler lifetime income solutions; Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs; FinFit introduces SafetyNet platform to facilitate emergency savings;...

Institutional asset channels hits $30.9 trillion in 2023 as compared to $30 trillion for U.S. retail clients, according to a new Cerulli report.  

NIPA, WIPN enhance professional development, networking opportunities; FusionIQ announces partnership with Kinecta Federal Credit Union; Ameritas and Ethos launch Index Universal Life Product.

A plan advisory head says the financial industry should play an important role in combatting that knowledge gap.

The investment manager and retirement recordkeeper made the announcement as it highlights retirement saving trends, including personalization and diversification.

Euclid Fiduciary’s litigation summary shows a dip in lawsuits in 2023, but signs of an uptick this year.

Bipartisan group urges DOL to ‘withdraw and cease efforts’ to move ahead with retirement security rule targeting annuities and one-time rollover advice.

2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial Engines appoints Hanley as chief marketing officer; and...

The IAA and Morningstar offered conditional support to the Department of Labor’s proposal and the ACLI called for a full withdrawal.

Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.

Retirement savings portfolios may see less volatility next year, according to Bank of America, Goldman, LPL and Vanguard.

The SEC could not meet a 30-day deadline to correct issues in the rule.