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NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP. 

The offering is geared toward businesses and state auto-IRA programs. 

A bill approved by the House Committee on Financial Services would permit CITs in all 403(b) plans to bring parity...

HilltopSecurities works with Broadridge Financial; DFD Partners partners with AdvisorHub; Advyzon, TradePMR launch expanded integration; and more.

Envestnet launches ActivePassive ETFs; Orion Advisor Technology reveals industry’s first ChatGPT integration; AI chatbot Mo debuts on Morningstar platforms; and...

Hub International acquires Red Rock Financial; Hightower makes Strategic Investment in Ten Capital Wealth Advisors; Wealth Enhancement Group adds Heacock...

Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.

Artificial Intelligence could play a role in scaling investment advice and decisionmaking.

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.

Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.

RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...

64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the...

Ascensus appoints Kennedy as VP; Pentegra announces Finnegan as SVP, General Counsel; and more.

The Department of Labor argued the ESG rule merely permits ESG considerations and is consistent with ERISA.

Former Envestnet M&A lead joins Pensionmark about one year after the firm was acquired by World Insurance with goal of...

In 2022, investor satisfaction with full-service investment advisers fell 17 points on a 1,000-point scale. 

July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.

Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...

Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.