News

Bhatia will replace 40-year Principal veteran Pat Halter in leading the firm’s asset management division.

In this PLANADVISER interview, Hub’s retirement and private wealth head discusses plans such as rolling out a national financial coaching...

The DOL has not yet commented on cryptocurrency investments in the wake of the SEC’s approval of bitcoin exchange-traded products.

Institutional asset channels hits $30.9 trillion in 2023 as compared to $30 trillion for U.S. retail clients, according to a...

Congress weighs in on the controversial proposal for the first time, with Republicans often against and many Democrats in support.

NIPA, WIPN enhance professional development, networking opportunities; FusionIQ announces partnership with Kinecta Federal Credit Union; Ameritas and Ethos launch Index...

The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows...

Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth...

A plan advisory head says the financial industry should play an important role in combatting that knowledge gap.

The PLANADVISER 2024 Top Retirement Plan Advisers will be celebrated at our annual Industry Leader Awards event on May 8.

The investment manager and retirement recordkeeper made the announcement as it highlights retirement saving trends, including personalization and diversification.

The rule is expected to make it harder for workers to be classified as independent contractors, an issue for some...

Although the nomination made it out of committee in March 2023, it has not been brought to a vote of...

The industry regulator provided areas of focus for the year ahead to member firms.

Euclid Fiduciary’s litigation summary shows a dip in lawsuits in 2023, but signs of an uptick this year.

Eisenreich replaces the retiring Michael Archer. 

Hub International acquires BLS Wealth Management and Gottschling advisories; Mercer Advisors adds Transitions Wealth Management; HANYS Benefit Services rebrands as...

Bipartisan group urges DOL to ‘withdraw and cease efforts’ to move ahead with retirement security rule targeting annuities and one-time...

The firm’s board is searching for a replacement to head the wealth management and financial wellness platform and product provider.

Among those older than 50, 41% of people prefer to handle retirement planning in-house, and almost all agree advisers should...