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He will lead the financial wellness platform’s development amid the growing demand for personalized coaching solutions.

A Broadridge survey found a leap in firms’ investment plans for generative AI technology.

Social Security will now conduct an anti-fraud check on all phone applications by analyzing “patterns and anomalies within a person’s account.” 

An AFA survey of professionals from U.S.-based RIA firms that research funds and/or select funds for client portfolios, found that half of firms are likely to increase their...

Having an investment adviser on retainer had a moderate impact on pricing, as about half of insurers reported that it was a significant influencer.

While 39% of men believed their income had kept up with inflation in 2024, only 28% of women felt the same.

Nationwide Retirement Solutions names a mid-market acquisition director; Groom Law Group expands its retirement and fiduciary practice; Cache appoints heads of investor, institutional solutions; and more.

Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private wealth.

At a PLANSPONSOR webinar this week, experts discussed why data, and access to data, are important to the fiduciary process for a health care plan.

The agency announced that all claim types can be completed over the phone once again, after receiving backlash from retiree advocates.

Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs; Lazard Asset Management introduces three active ETFs in the US; and more.

The Chime Workplace platform allows employees to build emergency savings through a high-yield savings account, as well as build credit history through everyday purchases.

The founder and chief executive of Washington, D.C.-based consultancy Patomak Global Partners was also an SEC commissioner under President George W. Bush from 2002 through 2008.

In a commentary last week, Julie Su opined about “nightmares that could become the norm in a country without a strong U.S. Department of Labor.”

The think tank says three things would expand access: labeling in-plan lifetime income solutions as distinct asset classes, refining safe harbor language and expanding educational outreach.

The company intends both offerings, in partnerships with BlackRock and State Street Global Advisors, to help advisers expand offerings.

The U.S. insurance business brand will continue to operate as John Hancock.

In Field Assistance Bulletin 2025-02, the regulator addressed confusion resulting from ERISA-related questions that arose after passage of the SECURE 2.0 Act of 2022.