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CAPTRUST adds Campbell Wealth Management and TruNorth Wealth Partners; MAP Retirement and Pension Plan Specialists announce merger.

Ten percent of respondents cited not seeking professional financial advice as one of their worst habits.

The database centralizes information for lost retirement accounts and provides guidance to claim funds.

Five new members will join the council. 

DeVoe reports 2024 set a record for RIA deal activity; The Cerrado Group adds Tristar Pension Consulting as member firm; NFP acquires Salus Group; and more.

The career EBSA official who had been appointed by Biden to principal deputy assistant secretary will be leaving January 20.

Lincoln Financial names an industry veteran as VP of investment distribution and new hires to its retirement plan services team; The Standard names PEP sales director for retirement...

A group of academics created the group to seek the “wisest possible federal securities laws and policies,” and backed Trump’s pick for SEC Chair.

A tax specialist unpacks the end of the ‘stretch’ IRA brought in by SECURE 2.0.

Future Capital partners with AssuredPartners Investment Advisors; TPSU reports growth rates for retirement plan fiduciary training in 2024; Pacific Life launches registered index-linked annuity.

The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a workplace financial plan offering.

The RIA ends the year with the acquisition of advisories in Minnesota and Virginia.

David Kaleda, an ERISA expert, reflects on the year that was for plan fiduciaries.

DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories.

Among S&P 500 firms, 77% still included at least one ESG metric in 2024.

The 14 new board members will help shape the direction of the group advocating and advancing women in retirement.

PEPs see growing interest among 401(k) sponsors of various plan asset segments, according to Cerulli.

BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion of retirement savings.

Ken Leech is fighting accusations of making favorable trades for some clients at the expense of others.