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One way to fix the “retirement gap” is to increase access to alternative investments in 401(k) plans, according to BlackRock's Fink, writing in his annual letter.

Plan fiduciaries have been accused of failing to prudently invest cash held in employee stock ownership plan trusts in recent cases.

In a recent study, “Financial and Retirement Literacy Among Students and Recent Hires,” conducted with Corporate Insight Inc., SPARK found that younger generations have low literacy aptitude rates.

Nearly 9 in 10 CFP professionals say their clients’ financial objectives are at-risk due to the pending expiration of the Tax Cuts and Jobs Act of 2017.

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers.  

Approximately 25% of global GDP, including a significant number of strategic and high-tech sectors, is deglobalizing, according to the report. 

After payments resumed, the volume of past due federal loans quickly returned to pre-pandemic levels and reached a new high of 15.6% by the end of the on-ramp...

IRI elects a new board chair; Janus Henderson hires a head of North America Institutional; MissionSquare Retirement hires a new vice president and head of firm strategy; and...

A TIAA Institute and MIT AgeLab survey finds consumers working with advisers are more satisfied with financial advice, underscoring the value and need for greater access to financial...

Nearly half (49%) of Americans “strongly agree” or “agree” their retirement plan savings are the only significant emergency savings they have, according to a Voya survey.

World Investment Advisors launches investment management platform WorldMAP; eMoney Advisor enhances needs analysis feature; Financial Finesse and SecureSave announce partnership; and more.

The SSA also made an exception to the in-person requirement for for those applying for certain services, although the exception does not apply to those applying for Retirement...

Mesirow’s 3(38) fiduciary services will be integrated within the 401GO retirement platform and available to the approximately 1,400 financial adviser partners working with the 401GO recordkeeping system.

The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research Award for work about spending trends in retirement...

Workplaces prioritizing mental health see 13% higher productivity, employees are 2.3 times less likely to report feeling stressed, and there is a 2.6 times higher likelihood of reduced...

Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households, the median balance was $87,000, and the average...

The asset management firm found that financial aid has not kept pace with the rising cost of college tuition, with families now shouldering 48% of college expenses.

The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, and data privacy and security.

The judge argued that the allegations were too speculative to show concrete individual harm and too conjectural to show redressability.