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A Bain & Co. study found that the so-called Great Resignation has become the ‘Great Sabbatical,’ as many return to work.  

Republicans accused proxy firms of prioritizing ‘woke’ political agenda ahead of financial considerations.

The investment giant has registered a Bermuda affiliate to focus on the booming pension risk transfer and retail annuity markets, according to a filing.

Perigon selects Hasan as CIO; State Street appoints Donohue as head of sustainability; GoldTree hires Plotke as principal.

PBI Research Services announced that more than 371,000 customers at client Fidelity had personal data exposed in the breach.

Former Pendal Group CEO Nick Good will report to CEO and Chair David Musto.

The House’s budget bill would block the safeguarding and climate risk proposals, whereas the Senate budget would not.

Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.

Schwab introduces tools for workers with student loan debt; CapIntel launches proposal builder for SEC Marketing Rule compliance; Penny Finance adds automated money insight; and more.

Investment advisories rank the marketing rule as the ‘hottest’ topic for the third year in a row, followed by cybersecurity and electronic communications monitoring.

MMFs must be significantly more liquid in 2024 under new rule updates adopted this week.

The IRI wrote to the Biden administration in the hopes it will back retirement legislation that paves the way for more guaranteed income products and seeks CIT use...

The proposed class action alleges Elon Musk promised to abide by the firm’s severance plan but did not follow through.

T. Rowe's head of core market segments says co-branding on financial wellness and advice can increase lead generation.

The plaintiffs filed an unopposed settlement after “hard-fought” negotiations.

The head of a retirement plan advice and managed account provider discusses the ‘race to the participant’ and why some advisers aren’t even at the starting line.

Morningstar named the two firms among their top digital investment advisers along with Schwab, Betterment and Wealthfront.

Principal adds four industry leaders to support the growth of its U.S. retirement business.

A new Cogent report shows plan sponsors are more likely to direct heightened scrutiny, including cost-cutting, toward their retirement plans.

Hub International acquires Golden Corner Wealth Advisors; Marsh McLennan Agency adds Integrity HR Inc.; Day & Ennis joins Mercer Advisors; and more.