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The IRS will continue essential operations, including tax revenue processing, income verification services and support for legal functions related to Social Security and personnel management.

Osaic advisers to use Vanilla’s estate planning platform; Elevation Point selects Vestmark for portfolio management; Bernstein introduces PEP; and more.

Although widely used for capital preservation, recent research indicated that stable value funds could also be a building block of retirement income.

The combination of the two firms will have more than 550 advisers and represent $640 billion in total client assets. 

Securities and Exchange Commissioner Paul Atkins was also reappointed to a five-year term from 2026 through 2031.

Middle class households can handle rising prices and unexpected expenses, but their overall financial well-being is slipping, according to the American Council of Life Insurers.

One in four respondents told the American Benefits Council they decided against providing more benefits to plan participants out of concern of facing lawsuits.

Good will assume his role on January 1, 2026, as outgoing CEO David Musto transitions to executive chairman.

Mercer Advisors acquires Singer Burke; King Financial Network joins Cetera’s Summit Financial Networks; BIP Wealth acquires Prehmus Financial; and more.

BlackRock’s former head of US retirement will lead efforts to develop strategic partnerships.

While the Massachusetts court dismissed the pension risk transfer case against AT&T, the plaintiffs still have standing to sue.

Most advisers told ISS Market Intelligence they used artificial intelligence tools to summarize information, rather than for more extensive analysis.

Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund share classes within existing mutual fund portfolios.

The combined advisory firm has more than $10 billion in private client and institutional assets.

Frank Bisignano is the first commissioner charged with overseeing operations of both government agencies.

Thoughts from Joe Weber, with Integrated Financial Solutions.

Thoughts from Jeremy Weith, with HUB Retirement and Wealth Management.

Craig Hawley, the outgoing president, was promoted to lead Nationwide’s financial services division.

Current CEO Troy Hammond, founder of the firm, will step down at the end of the year.

The 2025 income limit for the tax credit for lower-income workers who save for retirement will increase slightly to $39,500 for individuals.