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Janus Henderson’s board of directors will appoint a special committee to consider the nonbinding takeover offer, which values the company at more than $7 billion.

Stifel Financial’s independent broker/dealer and registered investment advisory firm has more than 110 advisers with approximately $9 billion in assets under management.

Bluespring Wealth Partners adds 3 executives; Financial Planning Association appoints CEO; Envestnet names new CTO; and more.

The average monthly benefit for retired workers will rise to $2,064 from $2,008, starting in January, following the announcement of the annual cost-of-living adjustment.

More than six out of 10 surveyed employees wanted human interaction when discussing sensitive life events in the context of benefits support, rather than use AI and digital...

Franklin Templeton expands ETF offerings; ISS STOXX unveils real asset climate solutions; Aberdeen Investment expands active ETF lineup; and more.

From helping clients regain a sense of financial control to locating held-away retirement accounts, Pontera details the key roles filled by financial advisers.

SECURE 2.0 provisions concerning Roth catch-up contributions and plan forfeitures need to top of mind for plan advisers for the remainder of the year.

Clients will also gain access to a digital third-party administrator and a digital financial wellness platform.

The trade association and custodian announced they will collaborate on industry advocacy and resources for registered investment advisers.

Creative Planning acquires Financial Abundance; AlphaCore acquires SPC Financial; Prime Capital Financial adds tax advisory services; and more.

The defined contribution pooled employer plan is best suited for plans with more than 80 participants and less than $2.5 million in assets, according to Vestwell.

More than one-third of surveyed workers told Schroders they would not delay claiming Social Security until age 70 because they needed the income as soon as possible.

From insurance overlays to TIPS ladders, retirees have options to replenish their savings, rather than only withdrawing and risking account depletion.

Colbert Narcisse, the chief product and business development officer for TIAA, proposes a three-part framework to increase guaranteed lifetime income solutions in workplace retirement plans.

A judge in Pennsylvania wrote that plaintiffs lack standing to sue Allegheny Technologies over a transfer of $1.5 billion in pension obligations to Athene.

Women are expected to inherit $30 trillion in wealth from Baby Boomers by 2030, but they remain underserved by financial advisers.

Nominations are now being accepted in six categories.

A MissionSquare Research Institute study revealed that employees who felt confident using artificial intelligence tools reported higher job satisfaction.