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PriceMetrix’s proprietary database of the North American wealth management sector covers $8 trillion in assets under management.

In separate studies, artificial intelligence chatbots gave misleading answers about estate planning and aced an overall exam for certified financial analysts.

Thoughts from Chad Noorani, with Benefit Financial Services Group.

Thoughts from Manny Alonso, with Raymond James.

Amicus briefs and guidance for incorporating private investments into defined contribution plans are likely top priorities for the Employee Benefits Security Administration.

OneDigital gets strategic investment from Stone Point Capital and CPP Investments; Mai Capital Management acquires J.W. Coons Advisors; Uniting Wealth Partners gains two advisers; and more.

The agency says its regulation for qualified default investment alternatives is flexible enough to accommodate innovations in retirement products.

Multiple Prudential insurance-based retirement products will be offered on LPL Financial’s wealth management platform.

The Tampa, Florida-based RIA’s first full acquisition adds about $10 billion to its prior $14 billion in assets under advisement.

An Arizona judge dismissed all but one of the claims in a 401(k) plan forfeiture complaint against WillScot Holdings Corp.

Plaintiffs allege that GWA’s 401(k) strategy was extremely risky and egregious, and its retirement plan was 100% invested in its own hedge fund strategies.

While employee contributions to health savings accounts kept increasing last year, few used them as retirement savings vehicles.

According to the 401(k) provider, its Audit Relief program, available for midsize businesses, can greatly reduce a plan audit’s duration and costs.

Two thought leaders from Ares Management, including a former director of the PBGC, explain why exposure to private markets can improve outcomes.

Rising costs and mounting debt are testing confidence—especially among women, Gen X and younger adults—even as most still believe in the American Dream.

The bill would make several changes to terms that describe benefit claiming ages to help retirees better understand the impact on monthly payments.

Retirement assets now account for 34% of all household financial assets in the country, according to the Investment Company Institute.

CapWealth taps Christopher Stevens as executive vice president; Access Holdings welcomes Sam Tidswell-Norrish as partner; Troutman Pepper’s Tax and Benefits Group adds Heather Heath Ryan as partner; and...

Legal experts say plan sponsors and administrators and payroll providers need to figure out how to comply with the final Roth rules, long before they go into full...

The newly confirmed Assistant Secretary of Labor and head of the Employee Benefits Security Administration has pledged to streamline retirement plan oversight and end the ‘war on ESOPs.’