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President Donald Trump’s key tax and spending legislation will result in a net increase of $168.6 billion in Social Security program costs over the next decade.

The company intends to create a new generation of offerings to improve advisers’ productivity.

Securities and Exchange Commission veteran Valerie Szczepanik was named its chief artificial intelligence officer to lead the agency-wide effort.

The second version of IRALogix’s index showed stability on the surface, but deeper issues in planning and confidence point to growing retirement risks for Americans.

By introducing a PIN option and ending paper checks, the Social Security Administration hopes to protect recipients from fraud and identity theft. 

The Chamber of Commerce, the Center on Executive Compensation and the American Benefits Council joined the brief, urging the court to uphold a lower court’s ruling that distinguishes...

There is a generational divide when it comes to what older and younger Americans are choosing for their investments.

Nearly half of respondents in a Northwestern Mutual survey preferred financial advisers who understood and used artificial intelligence, but most did not trust AI alone with money matters.

Surveys from F&G and Equitable reveal that inflation, economic uncertainty and a lack of financial guidance are prompting many pre-retirees to delay retirement—and some retirees to return to...

The newly formed firm will have more than 1,750 attorneys in more than 20 offices.

Using ‘minimal data’ from clients, RightExpress builds specialized financial plans for advisers.

The complaint, filed last year, alleged Siemens violated ERISA by using forfeitures “in its own interest,” rather than in the interests of participants.

Pontera lauded the decision for ‘providing clear guidance that prioritizes investor choice and protections.’

A congressional bill introduced last week would allow financial regulatory agencies to experiment with artificial intelligence without the ‘expectation of enforcement actions.’

These households, which have increased in the last two years, also reported feeling ‘very experienced’ at investing.

The cuts will affect retirement research at several institutions, including: the University of Wisconsin-Madison, Boston College, the National Bureau of Economic Research, and more. 

The task force, established by a January executive order, made proposals related to several digital finance issues.

Morgan Stanley’s investment will help fund development of an “amplified” version of PartnerConnect that will be released during the year’s third quarter.

Voya Investment Management expands distribution and wealth solutions sales teams; ISC Group welcomes Poplarski as senior vice president of retirement services; ERISA attorney David Kaleda joins Eversheds Sutherland;...