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BlackRock is selling FutureAdvisor’s direct-to-consumer advice and investment business after acquiring the firm in 2015 as a business-to-business platform for advisers.

PLANADVISER announces winners of its annual Adviser Choice Awards, to be handed out at the 2023 PLANADVISER Industry Leader Awards on May 10, 2023, in New York City.

The resolution catalyzes the debate over whether to allow ESG investing considerations in retirement savings plans, with the Senate next to weigh in.

Millennials are most likely to reduce insurance and retirement contributions due to inflation, but financial wellness can help with more generational focus, according to recent research.

Deputy Secretary of Labor Julie Su has been selected to replace the outgoing Marty Walsh, but Senate confirmation may bring an ESG battle.

EBSA’s Lisa Gomez identified upcoming regulatory priorities related to SECURE 2.0 and the importance of effective disclosure at a conference hosted by the NIRS.

A new IRS proposal formalizes guidelines on how plan administrators should manage and use retirement plan forfeitures.

Participants enjoyed lower fees within retirement investments in 2022, due largely to shifts by defined contribution vehicles, rather than from the trend toward fee-only advisement.

The retirement insurance industry group is calling for legislation that would do away with a liquidity feature that limits certain annuities in retirement plans.

Savant Wealth adds retirement services with Capital Directions deal; PE firms CD&R and Stone Point acquire Focus Financial in deal valued at $7B; DeVoe says RIA M&A on...

Fidelity gains new researcher from LIMRA; TIAA retirement hires sales and relationships managers, and more.

Political tensions around ESG, furthered this week with a presidential candidate running in part on anti-ESG sentiment, are turning off advisers to the investing trend, according to recent...

Retirement head Sandy McCarthy discusses OneAmerica’s decision to provide clients with Shlomo Benartzi’s PensionPlus to guide toward a retirement “paycheck” goal—inclusive of Social Security.

Cambridge Financial launches private client solutions offering; Orion offering free learning for fiduciary advisers; and more. 

This year’s changes include reporting modifications for PEPs and small plans.

A DOL rule permitting ESG considerations in retirement plan investing has been challenged by two separate lawsuits. House Democrats are now trying to legislate it.

The US is expected to enter a “short and shallow” recession in 2023, according to the Conference Board’s top economist.

For all age groups, however, average 401(k) balances were down 23% in 2022 due to declines in both stocks and bonds.

Aon continues pooled employer plan push, adding headcount to keep adding beyond over $1B in reported assets and commitments in its PEP.