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Cetera’s TRPG acquires $180M advisory; Carson Group adds Texas-based advisory to network; Equita Financial adds 3 women-owned firms to advisory platform.

Parra will oversee the firm’s business strategy for its alternatives platform.

Equities bolstered corporate pension funds for the most part last month, offsetting a decline in discount rates.

June 2024 data from Morningstar show collective investment trust target-dates make up about 50.5% of TDF assets.

Prime Capital Financial appoints new regional wealth management lead; CFP Board names new managing director; John Hancock adds 2 trustees to its funds board.

The department is ‘centralizing’ government benefits such as Social Security and disaster relief at USA.gov.

The digital recordkeeper has a new tax-deferred savings program that makes automatic contributions dependent on when it rains in the saver’s neighborhood.

Vontobel brings new actively managed mutual fund to US; Voya adds stable value fund with Great Gray Trust; and Fidelity brings new tech stack offering to midsized wealth...

The aggregator bought the assets of Christopher Clark’s 401(k) advisory, with Clark joining a Hub private wealth office in California.

Judge rules for Tyson in employee lawsuit alleging the company overcharged participants for bundled recordkeeper fees and failing to solicit competitive bids.

The addition comes after Prime Pensions received PE backing from Lightyear Capital earlier this year.

Alight announced that Stephan Scholl will continue as CEO and director until a replacement is confirmed.

A proposed class action complaint filed by law firm Schlichter Bogard claims TIAA’s strategy steered participants to its own retirement investment offerings.

A new guaranteed lifetime withdrawal benefit can be offered through a managed account and is part of a diversified fund.

2024 is on track to top last year for dealmaking as firms address succession planning and need for scale.

The court agreed with the district court decision that workers' "damages claims fail."

The bill differs from a recent House Appropriations Committee proposed budget that would cut funding for the Employee Benefits Security Administration. 

A market dip to start the week saw more 401(k) trades toward safe assets than had been seen since the March 2020 onset of the pandemic, according to...

Advisers say a quiet client response to the market drop is a good example of how regular education helps participants and plan sponsors.

Deana Calvelli will report to Joel Shapiro, head of retirement at Aon’s NFP.