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Wealthspire to acquire RoundAngle Advisors; OneDigital acquires Signature Wealth Management Group; Arete Wealth partners with Pontera; and more.

The lengthiest government shutdown left the IRS’ release of annual contribution limits for qualified defined contribution plans and individual retirement accounts way behind schedule.

Studies find that emergency savings accounts boost financial wellness and help employees feel ‘more positive’ about employers’ benefits.

While many prioritize growth, a Brown Brothers Harriman survey also found that most still overlook planning for leadership and wealth transition.

According to an NFP report, employees ‘don’t want to be pitched’ and want ‘relatable’ advice.

A survey found that 92% of security decisionmakers who came under cyberattack in the last year believe that better security could have prevented those incidents.

New research found participants with flexibility were 35% more likely to remain in-plan three years after retirement and held larger average balances than those without.

Fidelity Investments research reveals women are prioritizing long-term financial security and disciplined money habits amid ongoing economic uncertainty.

More than 60 institutional investors managing a combined $8 trillion sent a letter claiming the Securities and Exchange Commission’s decision will ‘destabilize confidence in U.S. markets’.

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning.

The indexes, which will benchmark nontraded, semi-liquid funds, are scheduled to be released in the first quarter of 2026.

Most surveyed traders said the market will have a strong fourth quarter, but long-term economic concerns are mounting.

Military veterans can benefit from working with advisers who understand their financial challenges as they transition to civilian life, according to two executives from Morgan Stanley at Work.

Pooled employer plans could be the next big target in ERISA litigation, according to Jamie Fleckner, an ERISA defense attorney for Goodwin Procter LLP.

Industry experts say clients’ longevity fitness depends on managing risks of depleting savings, cognitive decline, physical falls and social isolation.

While target-date funds have age-appropriate levels of risk, they do not consider unique life circumstances or participants’ diverse levels of savings, according to an Allspring report.

The 30-year industry veteran will lead Modern Wealth’s national mergers-and-acquisitions strategy.

Stockholders of the Charlotte, North Carolina-based insurance company will receive $70 per share in an all-cash transaction valued at approximately $4.1 billion.

Perennial Financial Services names chief growth officer; NFP appoints national practice leaders for retirement and wealth; Financial Planning Standards Board names new chief operating officer; and more.