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Hub International acquires BLS Wealth Management and Gottschling advisories; Mercer Advisors adds Transitions Wealth Management; HANYS Benefit Services rebrands as TruePlan.

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

The firm’s board is searching for a replacement to head the wealth management and financial wellness platform and product provider.

Among those older than 50, 41% of people prefer to handle retirement planning in-house, and almost all agree advisers should work solely in clients’ best interest.

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 IRS provided clarification about ‘grandfathered’ plans, and the DOL announced Form 5500 updates that include Schedule DCG.

Capitaliz founder Craig West provides insights to plan advisers on how to manage clients’—or their own—business exits in an age of longevity.

PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA contributions.

Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.

The new form contains modifications for both SECURE Acts.

PLANADVISER’s quarterly survey reveals that retirement plan advisers plan to focus on client prospecting, team building and participant education this year.

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.

RCH predicts the automatic transfer of small-balance retirement plan accounts could grow net incremental wealth by $1.6 trillion over the course of 40 years.

A survey by Morgan Stanley shows heartening results for plan advisers and sponsors.

Franklin Templeton completes Putnam acquisition; Wealth Enhancement Group adds RIA Foundational Wealth Advisory.

Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.