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The scalable advisory solution from GuidedChoice has two tiers—one free and the other paid—through which a client’s financial picture can be examined.

Via a new partnership with Pontera, Dynasty Financial Partners’ adviser clients will gain greater visibility into held-away accounts, including 401(k)s and 403(b)s.

Lincoln Financial and Stadion Money Management launch StoryLine Dynamic, a qualified default investment alternative program, while Vanguard announces a new environmental opportunities fund.

While it applies only to the immediate case, the IRS’ approval of a transfer of excess assets from a terminating pension plan to three ongoing defined contribution plans...

Experts discussed their views on exchange-traded funds and collective investment trusts as emerging investment options during PLANADVISER’s latest Practice Progress webinar.

A judge has determined that two law firms, Schneider Wallace Cottrell Konecky LLP and Schlichter Bogard & Denton LLP, are jointly and severally liable for ‘multiplying proceedings unreasonably...

High inflation is among the top concerns of retirement savers, but a new survey suggests financial advice can help boost confidence.

The proposed class action lawsuit challenges excessive managed account fees and the retention of Financial Engines, the managed account service provider.

The plaintiffs in the case alleged various plan fiduciaries breached their duties under ERISA by allowing the payment of excessive fees for recordkeeping and investments.

The new cases closely resemble a host of others filed in recent months that suggest fiduciary defendants selected underperforming target-date funds.

Participants save via employer payroll deductions and interest is paid monthly.

The online portal offers participants the option of connecting their current retirement plan data with other unconnected investments.

Mutual of Omaha Retirement Services announces new hire; CAPTRUST adds endowments and foundations director; PlanMember opens new financial center in Pittsburgh; and more.

A recent NEFE study examines the broad range of experiences members of the LGBTQ community have had while interacting with the financial services sector.

The defendants’ motion to dismiss has been denied.

FTSE Russell’s index series helps investors align their portfolios with their individual values by selecting issuers based on the impact of their conduct and products on society and...

The partnership seeks to automate health care price data to reduce administrative and contracting burdens for individuals, employers and health care providers.

The CFA Institute’s recent report examines leading trends and explores the future of work in the investment industry.