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Two of the bills, which target the Department of Labor’s audit process, sparked heated debate, but the third bill, concerning employee stock ownership plan valuations, has bipartisan support.

Janus Henderson’s latest investor survey reveals a mix of anxiety, inaction and opportunity among affluent pre-retirees.

The bill would in part prohibit a pharmacy benefits manager in California from requiring use of only an affiliated pharmacy.

The funded status of defined benefit pension plans rose by $8 billion in August, or double the previous month's gains, according to Milliman.

FMG names Mark Casady as executive chairman; wealth adviser David LeMond joins Farther; Ashleigh Kester joins Voya as advisory services director; and more.

iCapital and Tangible Markets partner on liquidity solutions for alternative investment funds; Betterment and Vanilla offer estate planning technology available to advisers; Lincoln Financial and Bain Capital launch...

Employers’ confidence in their employees’ retirement savings is at its lowest point in a decade, but savers’ confidence has risen 23% over the same period.

SEIA acquires Select Money Management; Creative Planning acquires Grassi Investment Management; Modern Wealth acquires PSF/Galloway; and more.

Thoughts from David Hanson, with IIS Financial Services.

Wealthspire Advisors acquires Marin Financial Advisors; EP Wealth acquires Better Money Decisions; E.A. Buck Financial Services acquires Achieve Retirement; and more.

PEP participation is growing as the pooled plans offer an option to the complexity and scale of managing a standalone 401(k) plan.

She is currently a senior judge of the U.S. Armed Forces Court of Appeals; she will join the SEC September 2.

Neuberger Berman launches first interval fund offering private credit access; Vanguard and Wellington file for three active ETFs; Manulife John Hancock Investment adds global senior loan ETF; and...

The appellate court reversed part of a district court’s dismissal, allowing part of the complaint to proceed in light of the Supreme Court’s Cunningham v. Cornell ruling.

The funded status of the 100 largest corporate defined benefit pension plans rose by $4 billion in July, according to Milliman.

Following February executive orders, research centers at the University of Michigan and Baruch College have scaled back operations.

Two federal courts reached different decisions in separate complaints that accused large employers of mismanaging employee retirement plans.

RWA Wealth acquires Moirai Wealth Management; NFP acquires Pilot Benefits Group; Sanctuary Wealth partners with UBS breakaway firm; and more.