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While performance is an important part of the prudent selection of target-date funds, experts speaking at the PLANADVISER National Conference suggest suitability is a more important factor.

iCapital Network acquires Axio; Alerus Financial Corporation announces CEO transition; Commonwealth Financial Network selects senior vice president for RIA compliance; and more.

The firm has been added as a defendant in a lawsuit that challenges the use of Prudential's GoalMaker asset allocation solution.

It is always tempting for long-term investors to get caught up in weekly market moves, but experts continue to stress the importance of maintaining a strategic perspective and...

The owner of a 403(b) plan administration firm and another insurance agent have been charged with multiple counts of securities fraud violations.

BNY Mellon Investment Management creates custom target-date builder; Hartford Funds builds commodity-focused ETF; Northern Trust invests in Essentia Analytics; and more.

A majority of advisers reached as part of a recurring Nationwide survey increasingly expect merger and acquisition activity to have a positive impact on their practices.

The Portable Retirement and Investment Account Act of 2021 would create accounts for people soon after they are assigned a Social Security number that they could contribute to...

Among its features is the Money Mood tool, which assesses a consumer’s relationship with money.

The service is expected to launch for Vanguard's 401(k) plan clients in mid-2022.

The web page addresses how applications submitted before a final rule is published will be affected by any changes PBGC makes.

Net trading activity nearly doubled last month, according to the Alight Solutions 401(k) Index. 

New Allianz Life research analyzes the significant gaps in access to financial services found among different demographic groups in the United States.  

Described as investors born after 1965, this group prioritizes digital communications and broader wellness needs and is willing to work with multiple advisers.

A judge has determined the fiduciary breach lawsuit filed against the former parent company of Victoria’s Secret and Bath and Body Works, alleging excessive recordkeeping fees and other...

A court refused to dismiss most claims against Aon Hewitt Investment Consultants and Centerra Group 401(k) plan fiduciaries.

The appointment comes as the firm is preparing to rebrand the quantitative equity and multi-asset solutions specialist to be called PGIM Quantitative Solutions and as it prepares to...

Northwestern Mutual-Puget Sound selects managing partner; chief product officer joins OneDigital; Northern Trust announces hiring of new CIO; and more.

The dismissal order in the case includes several points of success for the plaintiffs, and while the suit has been tossed out due to a lack of standing,...