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Mutual of America and Morningstar collaborate on managed IRAs; Lincoln Financial debuts new index-linked annuity; Man Group launches first standalone ETFs; and more.

On October 1, Jestice will succeed outgoing president Eric Stevenson, who plans to retire next year.

The Missouri law firm is accused of diverting retirement plan contributions to pay company operating expenses.

The companies’ suite of funds will have diversified exposure across public and private markets.

The certified financial planner organization has pledged to expand access to ‘competent, ethical financial advice.’

A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of private markets in defined contribution plans.

Two of the bills, which target the Department of Labor’s audit process, sparked heated debate, but the third bill, concerning employee stock ownership plan valuations, has bipartisan support.

Private funds and advisers now have until October 2026 before they must provide enhanced confidential disclosures about portfolio investments and risks.

The new and enhanced products include on-demand fee monitors and benchmarking reports.

The initiative offers workshops about financial advisers’ business practices, mentorship and skills training.

Janus Henderson’s latest investor survey reveals a mix of anxiety, inaction and opportunity among affluent pre-retirees.

The program includes in-person training offered in partnership with Georgetown University’s McDonough School of Business.

The bill would in part prohibit a pharmacy benefits manager in California from requiring use of only an affiliated pharmacy.

The bill would have states report unclaimed retirement savings to a Department of Labor database, making it easier for individuals to locate and recover their funds.

Cetera forms partnership with Alma Bank; Waverly Advisors acquires Brass Tax Wealth Management; Moneta forms partnership with Lane Hipple; and more.

As women earn more, they also feel their career and family-size options shrink, according to a new study from The Standard.

Millennials and Generation Z stay at their jobs at about the same amount of time that previous generations did at their age, according to the National Institute on...

The funded status of defined benefit pension plans rose by $8 billion in August, or double the previous month's gains, according to Milliman.

While the agencies are ending a two-year delay in establishing the regulations, the rules will only be applied in ‘good faith’ in 2026.

The disparity comes from a lack of access to plans, guidance and education, according to Escalent’s Cogent Syndicated.