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The research shows that most people don’t know average life expectancies, but women have a better handle on it than men.

OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s; Merrill Lynch wealth manager and team joins First...

Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research from MFS.

A panel discussing succession planning also noted giving next-generation managers “permission to fail” as they learn to run their parts of the business.

Plans will find more room to correct their own mistakes under SECURE 2.0 and a DOL proposed rule change.

T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit Partners; OneDigital appoints Southeast leader as it anticipates...

Passive mutual funds' popularity is growing among investors, but defined contribution retirement plans will help actively managed funds maintain their dominance over the next five years, according to...

Pam Hess will take over as executive director of a research center that includes advisory councils staffed with some of the industry’s largest retirement plan advisories.

SECURE 2.0 offers tax credits to create plans, as well as to join existing PEPs and MEPs.

FiComm and ProudMouth team up on adviser podcasting; 21Shares launches crypto index; Caplight launches platform to monitor private company valuations; and more.

An FSI survey shows independent advisers would retire before being classified as employee as the DOL mulls tens of thousands of comments on a proposed rule change.

The Houston-based sports agent was served a civil suit by the Department of Labor for allegedly dipping into employee retirement savings for company operations.

Broadridge re-ups with IGM for broker wealth platform; Reverence Capital selects CAIS Channel for alt offerings; $25B RIA Sanctuary extends partnership with Wealthbox for client management; and more.

Financial illiteracy may be costing the average American $1,819 per year, even as educational guidance and tools are advancing.

The lawsuit alleged that Deloitte’s 401(k) plan fees were excessive compared to similar plans.

Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.

Almost half of respondents agreed annuities can offer safety and stability, though other research shows in-plan defined contribution annuities are not picking up among employers.

Employers have embraced 401(k) plan benefits changes for 2023, but are still shying away from annuities, according to Alight.

After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations to achieve greater diversification.

Securian Financial announces promotions, new head of asset management subsidiary; Alerus Financial names new retirement specialist; MassMutual CIO to retire; and more.