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CFP Board appoints head of research; Mercer Advisors acquires HYA Advisors; attorney returns to the Wagner Law Group as principal; and more.

The legislations’ backers say their proposal will lower the cost of providing plans for small business owners.

April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about...

CFA Institute data suggests industry leaders should seek to understand investor trust so they can deliver the most value to their clients.

The largest small employers may be the most interested.

Experts with the Wagner Law Group say complying with the marketing rule can be a significant process, and firms need to make sure they are on track for...

The bill’s cosponsors say workers need better information about how the choice of a lump-sum buyout of their lifetime pension could undermine their financial future.

An adviser, retirement plan consultant or recordkeeper can help to find the best solution for employees.

The i65 suite of software products enables financial advisers to help clients with some of their most consequential retirement decisions.

The marketing resource is meant to simplify the brand-building experience and to help financial professionals grow their practices.

A new poll shows that there is growing support for financial education that begins at an early age, and suggests students in states that require such courses are...

Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey...

Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.

The Transamerica Center for Retirement Studies suggests policymakers reduce eligibility requirements to help make the saver’s credit more accessible.

Survey data shows the COVID-19 pandemic has changed the way workers understand and appreciate both their health care benefits and their retirement planning opportunities in the workplace.

Plaintiffs have refiled an ERISA lawsuit against UPS, more than a year and a half after their original complaint was dismissed for their failure to exhaust all administrative...

The plan sponsor immediately checked with its plan adviser to know if there was any potential cryptocurrency exposure.

An individual with self-only coverage under a high-deductible health plan can direct a new limit of $3,850 into their health savings account—$200 more than the 2022 cap.

Nationwide hires brokerage annuity distribution leader; LPL Financial names chief product officer and national sales and marketing leader; Schroders appoints senior sub-advisory sales professional; and more.