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Half of employers plan to add emergency savings and student loan debt matching via SECURE 2.0, according to MFS Investment Management.

Envestnet launches ActivePassive ETFs; Orion Advisor Technology reveals industry’s first ChatGPT integration; AI chatbot Mo debuts on Morningstar platforms; and more.

A letter from the House Financial Services Committee calls for a freeze on the SEC’s enforcement budget and the defunding of five total SEC proposals.

The digital recordkeeping platform will be available to JP Morgan's 401(k) product for small businesses, following the partnership.

Monetary concerns outweigh desire to attract and retain employees, according to a new SMB index from Fidelity.

Adviser firms in six categories were honored at a dinner in New York Wednesday night.

A recent survey shows that advisers are doing more in-person meetings amid overall increased client touchpoints.

SMArtX adds 25 strategies to unified managed accounts platform, including from Fidelity and Nuveen; Goalsetter partners with Envestnet; Holistiplan tax planning technology now available to Advisor Group; and...

Adviser advocacy and interest groups expressed disapproval for the SEC’s proposal, citing discretionary trading concerns and limiting annuity use.

Experts in the insurance and asset management industries have launched Annuity Research & Consulting to advise 401(k) plan sponsors and recordkeepers on annuities.

Research and policy expert Fiona Greig discusses moving from consumer spending and saving patterns to the world of long-term retirement investments.

A 2020 case over the performance of proprietary CITs ends with a settlement.

The SEC complaint says Pinnacle knowingly mispresented the liquidity of some assets to satisfy liquidity requirements.

Hub International acquires Red Rock Financial; Hightower makes Strategic Investment in Ten Capital Wealth Advisors; Wealth Enhancement Group adds Heacock & Jones; and more.

October Three expects its plan approach and thought leadership to combine well with RLC’s educational resources and guidance for advisers.

The president and COO of Nationwide Financial argues the rule would be bad for retirement plan and annuity product investors. 

As an independent advisory, the firm expects to be more ‘nimble’ in meeting both adviser and client needs.

The governor sees Florida as a trendsetter in how states can prohibit and ban ESG in state funds. 

Respondents to WIPN study reported employer support and flexible schedules available for caregivers, but three in 10 women said caregiving responsibilities still negatively affected their career opportunities.