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Services include a personalized financial planning experience for employees and an extension of high-quality institutional investment management for all the household’s accounts.

The Shell Oil Company, several of its executives and multiple business units of Fidelity are all named as co-defendants in a complex fiduciary breach lawsuit filed in Texas. 

Among its many popular provisions, the SECURE Act extended the age at which one must begin making withdrawals from tax advantaged savings.

The trend of small trades away from equities to fixed income funds seems to suggest participants were rebalancing their portfolios, not making drastic changes to their investment mix,...

The paperless onboarding process seeks to cut down on the time it takes to get people saving.

Acadian hires global equity research director; Maryland-based firm joins TRA; and Creative Planning acquires RIA firm.

The emergency savings solution is available automatically through MassMutual’s MapMyFinances financial wellness tool.

Repeating a number of excessive fee lawsuits filed, the complaint says the defendants did not try to “reduce the plan’s expenses or exercise appropriate judgment to scrutinize each investment...

The advisory, insurance and asset management industries have never been so ripe for consolidation, merger and acquisition experts agree.

PIMCO says that rather than go with an all-actively managed target-date fund (TDF) or an all-passively managed TDF, a mix of the two makes sense—and that there is...

Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and MSCI publishes principles of sustainable investing.

Chad Wilkins, president of HSA Bank, says the new relationship will provide a useful tool for customers, uniting health and wealth planning.

PLANADVISER has announced winners of the sixth annual Adviser Choice Awards, to be handed out at the 2020 PLANSPONSOR + PLANADVISER Excellence in Retirement Awards on September 24th.

Launched in 2013, the platform originally allowed clients to buy and sell about 100 exchange-traded funds with no online trade commissions. Since then, investors’ expectations about fees and...

The TIAA HSA will be administered by HealthEquity Inc. and will work in concert with TIAA retirement plans.

The plaintiff in the case asked the court to to answer “whether Dudenhoeffer’s ‘context-sensitive scrutiny of a complaint’s allegations’ can be met where a court" makes certain presumptions.