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Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth Strategies; and more.

Vanguard expands ETF lineup with 2 active bond ETFs; Mutual of America Capital Management expands MoA Funds availability; DFPG Investments announces launch of Diversify Advisor Network; and more.

New legislation would disqualify George Santos—and others expelled from Congress—from a pension.

Advisers should identify key fee drivers to protect participant outcomes, particularly for plans of less than $1 billion.

The report argues that EBSA should have more authority over the Federal Thrift Plan and resources to conduct audits.

The plaintiffs’ complaint included a detailed comparison of allegedly similar, lower-cost recordkeeper fees for the plan with $3.2B in assets.

Advisers Alp Atabek and Alex Assaley will join Hub as retirement and wealth consolidation continues.

A ruling against the regulator could limit its ability to bring and win enforcement cases against advisers.

Luma Financial Technologies, RetireOne enhance RIA access; IFC, T. Rowe Price create 1st blue bond strategy; Alto, Farmland LP announce partnership.

The complaint is another sign to 401(k) plan fiduciaries to take care with digital asset availability in plans, according to attorneys.

Of Americans surveyed in an August poll, almost 60% said money buys happiness, at least in part, as it gives them the option to retire with dignity.

Survey finds connection between digital experience ranking and client satisfaction and retention.

T. Rowe Price, Vanguard, Principal, and Ascensus note ongoing system issues due to cybersecurity problem at US-based division of Infosys.

Employee Fiduciary launches 401(k) fees calculator; Businessolver enhances MyChoice accounts HSA investment platform; BenchMine launches latest retirement plan insights; and more.

The regulator pushed back on industry requests to extend comment time for the controversial proposal; the period will still end on January 2.

Corebridge experts recommend employees take advantage of this month’s open enrollment to expand their retirement savings. 

The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.

Recordkeeper's CEO notes potential for managed accounts and other participant offerings to grow on Prudential retirement migration.

Senators seek to stymie Americans’ retirement savings being invested in China and other "countries of concern."