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Expectations for RIA valuations and M&A activity reach lowest levels in five years of annual surveying by DeVoe & Company.

There are numerous student loan debt assistance and benefit options that advisers can bring to employers, according to a panel of experts who met last week. 

John Hancock launches equity income portfolios; RBC launches U.S. mutual funds with exposure to global markets; FundFront unveils third liquid alternative investment product; and more.

The four proposals aim to improve competition and transparency in securities trading.

The nonprofit warns financial planners that crypto-related assets “can be speculative and volatile.” 

As retirement planning and wealth management begin to overlap, a dividing line must be drawn between them for both business and compliance reasons, according to a panel of...

Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new data from the Plan Council of America show.

Although women live longer than men, many retire earlier than planned and few can save enough to reach the income replacement levels as men in retirement.

Scope 3 disclosure requirements are losing support in Congress.

Firms offering low-cost smaller company retirement plans say business is booming despite market volatility, but opinions are mixed on how impactful SECURE 2.0 would be for small business...

The largest category of plan money recovery was from enforcement actions.

The investment research firm has built the Annuity Intelligence Center for advisers amid a boom in the insurance product due to higher interest rates and retirement income demand.

Investment advisers are prioritizing talent acquisition and retention due to client growth and strong business performance, according to Charles Schwab.

SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on in 2023.

Passage of the final bill depends on whether Congress can pass an annual budget.

The document changes were the same for administrative penalties, but also contained differences.

Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys; and more.

Morningstar researchers say higher interest rates and lower equity evaluations will make starting with a 3.8% withdrawal rate safe for a balanced saver over a 30-year time horizon.

Legislation would establish a new program to give eligible workers access to portable, tax-advantaged accounts.