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Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.

Alliant acquires Connecticut-based retirement plan consultancy and TPA as part of its ‘selective’ retirement acquisition strategy.

An annual CAIS-Mercer study finds bullishness for alts, though adding them to workplace retirement plans will take finesse, according to an expert.

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

Fears about both inflation risk and retirement income remain elevated, per annuities and insurance provider F&G.

Mercer will add to its not-for-profit outsourced investments and retirement consulting capabilities.

Passive is taking a lead, particularly in qualified retirement plans, but active advisers are making inroads in other areas, according to Cerulli and other researchers.

Critics say the proposal recommended to states goes beyond the SEC’s Reg BI and endangers annuity products and educational materials.

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

Creative Planning announces acquisition of Daniels + Tansey; Perigon Wealth Management welcomes Wealth Advisors Inc.; Advisers Medelberg and Koziatek join UBS.

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

A New School report includes the option of a policy or program that would incentivize collecting Social Security at age 70, not earlier.

Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new investment advisory white paper.

Principal promotes Branham to national retirement investment director; Natixis bolsters retirement product sales; Voya hires Marchese to lead wealth solutions mid-market sales team.

The new rule will permit the use of ESG considerations in exercising of shareholder rights.

The new CEO discusses what he sees in SageView’s opportunity to leverage the retirement and wealth convergence.

The vesting rule in the proposal is a focus for industry experts.