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An evolving small business market, increased regulation, and shifts in client needs all lead to more specialized retirement plan advisement, according to a panel held by American College.

Annuity sales are on a tear in 2022, drawing interest, but potentially limited implementation from defined contribution retirement plan advisers and sponsors.

The commentators and DOL representatives had stark disagreements on the implications of some the proposal’s provisions.

Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint across asset management, retirement, insurance and employee benefits.

 Juniper agreed to a proposed settlement dismissing allegations they mismanaged their sponsored retirement plan; judicial approval still required.

Research from Voya finds U.S. workers still value a retirement plan about as much as a flexible work arrangement. Ubiquity Retirement + Savings backed up the findings, saying...

The collapse of the cryptocurrency exchange and related plummet in the crypto market has increased concern about including the asset in DC plans.

Credit Suisse Asset Management appoints head of product; Milliman expands Employee Benefits Administration sales team; Strategic Investment Group hires head of non-U.S. equity; and more.

Voya adds private equity investment option to NQDC offering; MSCI expands Implied Temperature Rise Metrics to funds and indexes; John Hancock Investment Management adds tax-free income options for...

Gap in website satisfaction between large and small asset managers could lead to less investment.

An adviser’s message to his peers is to not fear including ESG factors in investment analysis.

Representatives from NASAA, the SEC, and FINRA spoke about the need for financial advisers and firms to be trained to notice more intelligent, and increasingly bold scams from...

ForUsAll CEO David Ramirez says the firm offered to drop its lawsuit against the DOL so long as the agency confirms its warning on cryptocurrency in retirement plans...

Newfront adds senior vice president to retirement team; Mercer Advisors acquires Texas-based Mark D. Cunningham; Pure Financial Advisors adds new CEO; and more.

The new rules, if approved, would likely require more catch-up by smaller firms to vet third-party providers, says a legal expert.

Morningstar is the latest entrant to tout a direct indexing option for financial advisers, allowing them to invest directly in the underlying stock of indices to offer benefits...

60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers at Leuthold Group break down why 60/40 may...

Principal Financial Group hires U.S. insurance solutions distribution leader; Prudential Financial announces leadership succession for U.S. and international businesses; NEPC expands real assets team with real estate industry veteran;...

An Allianz survey finds another 43% of Americans are also dipping into savings to meet costs. But recent PLANSPONSOR and ICI surveying shows that, at least when it...

Market volatility is contributing to record sales of retail annuities. But in-plan annuities to provide guaranteed income in retirement are mostly still on the horizon due to lack...