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Nationwide adds two new death benefit features; Putnam Investments to launch five new investment strategies; and Broadridge launches multi-account collective investment trust fund.

The plaintiffs are seeking to remedy alleged failures by an IBM pension plan to pay joint and survivor annuity benefits in amounts that are ‘actuarially equivalent’ to a...

Creative Planning acquires Ferris Capital; Envestnet strengthens its retirement solutions ecosystem with new acquisition; TIAA appoints chief institutional client officer; and more.

Vontobel expands retirement plan offerings; Brooklyn Investment Group and Apex to launch A.I.-powered unified managed account platform; BlackRock updates multifactor ETF suite; and more.

According to the firms, the index builds on the concept that high-performing financial professionals measure their success by the impact they make on clients’ lives.

For plan sponsors, having dedicated financial advisers to help with investment oversight brings added peace of mind, a survey says.

A new study examines the changing definition of retirement and takes a fresh look at the three decades of life after work that many will have.

J.P. Morgan Asset Management hires new global head of broker relationship management; Mercer Appoints New West market wealth business leader; Two advisory teams managing nearly $400 million join...

Leaders at the SEC say the role of the examinations program is critical for capital markets to function well and keep the public’s trust.

Among U.S. workers who have already retired, just 3% describe their situation as ‘living the dream,’ while 37% say they are comfortable.

OneDigital names vice president of product; Advisor Group acquires Infinex; T. Rowe Price appoints senior ESG leader; Voya hires chief information security officer; and more.

The SEC says the charges and settlement show even the most sophisticated institutional investors, like pension funds, can become victims of wrongdoing.

Even if you take away the influence of debt, one researcher says, people are feeling substantial stress in preparing for retirement. Add debt to the picture, and stress...

Alquity and Spouting Rock to launch new U.S. ESG investing platform; State Street Global Advisors launches new ETF; Northern Trust partners with Enfusion as part of whole office...

The 6th U.S. Circuit Court of Appeals has ruled that certain types of ERISA claims, while brought by individual participants, ultimately belong to the plan as a whole,...

A financial services firm is accused of failing to properly secure and safeguard personally identifiable information provided by and belonging to its customers.

CFP Board appoints head of research; Mercer Advisors acquires HYA Advisors; attorney returns to the Wagner Law Group as principal; and more.

The legislations’ backers say their proposal will lower the cost of providing plans for small business owners.