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While the ESG controversy has not changed how three states operate, one state treasurer has doubled down by banning them from state investments.

One factor hindering ESG’s adoption is the lack of ESG-focused target-date funds, though several firms are starting to introduce them. 

Two counts for breach of fiduciary duty were brought against the defendants.

Advisers discussed three areas of focus to position practices for the future.

While more participants are looking for a consistent source of income in retirement, they also want the flexibility to change their payments when needed.

The wealth management firm continues an acquisitions push after nearly doubling assets under management to $10 billion last year.

As interest in cryptocurrencies for retirement grows, policymakers look for ways to contain the risk of digital assets without limiting innovation.

Findings of a national survey debunked some myths about what employees think about work and retirement.

The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s end, the advisory says.

While millionaires are saving more compared to the average, it’s not at a great enough amount to make a significant difference.

How recordkeepers partner with advisers on managed accounts, retirement income and financial wellness.

DCIO is out; co-distribution is in, according to a panel discussion at the LeafHouse National Retirement Symposium.

Customers are less satisfied with the cost of annuities and have a lower likelihood of purchasing another financial product.

The combined retirement recordkeeping businesses will operate under The Standard brand.

Complex and critical questions arise for plan sponsors that consider adding a health savings account benefit.

Advisers discuss the cost-of-living adjustment and what it could mean for pre- and post-retirees.

The proposal would make it easier for workers to classify themselves as employees, as opposed to independent contractors, which could increase costs and reduce flexibility for independent advisors. 

The platform will allow participants to invest up to 5% of their portfolio into cryptocurrency.

Georgetown conference panel discusses how ESG should be understood in the context of other socially informed investments, and how it should be regulated.

SageView Advisory Group to acquire women-led Lakeview Wealth Management; Corebridge Financial hires president of retirement services; UBS hires seven in California; and more.