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Growing demand for financial services is expected to require as many as 110,000 new advisers in the next nine years.

Former participants of insurance company Swiss Re’s retirement plan also accused the firm of allowing the plan to pay excessive recordkeeping fees, offering underperforming investments and under-utilizing forfeiture...

Lopes joins Nationwide retirement solutions; Pennsylvania PSERS announces retirement of executive director; Wilmington Trust names DiLuigi head of US Markets.

Vanguard Digital Advisor tops the list, followed by Fidelity Go and Betterment/Betterment Premium.

A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if...

Alera Group expands its wealth management and retirement plan solutions; Berwyn Group launches a death audit solution; J.P. Morgan launches an active ETF; and more. 

The initiative recognizes those who have advanced financial planning for the benefit of the public.

The external system breach exposed participants’ names and Social Security numbers.

A new report from MissionSquare revealed how demographic and economic factors influence investment decisions.

In the firm’s ‘2024 Annual Impact Report,’ it highlighted the usage and results from multiple tools supporting loan repayment and savings optimization.

A federal judge in Texas ruled that the 2022 ESG rule does not violate ERISA, reaffirming his initial decision made before the Supreme Court overturned the Chevron standard.

The transaction is expected to close in the second quarter of 2025.

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to professional financial planners for guidance.

Arthur J. Gallagher & Co. acquires Agilis Partners LLC; Morningstar forms alliance with SS&C’s Black Diamond wealth platform; Tocqueville Asset Management welcomes Poplar Forest Capital.

One of the biggest challenges executives cite in fraud prevention is that employees don’t always follow fraud prevention policies, according to research from Trustpair.

More than two-thirds (69%) of employees and 67% of employers endorse retirement plans as a ‘must-have’ employer benefit, according to Fidelity Investments’ 2025 workplace outlook report.

The Standard names a regional vice president in retirement plans; Nationwide Retirement Solutions welcomes a consultant relations manager; Easterly Asset Management names an SVP of sales; Luma Financial...

Speakers at the PLANSPONSOR Roadmap livestream discussed the administrative challenges of implementing the Roth and age 60 to 63 catch-up provisions under SECURE 2.0.

According to Conning’s annual insurance investment risk survey, insurance investors are far less concerned about inflation than in recent years and are piling into private assets.

Many companies with pension funds in surplus are choosing to outsource the investment management of their portfolios or to offload their plan liabilities to insurers.