News

Jared Copinga joins Prime Capital Financial; MAG Wealth Management acquires Ovation Wealth Advisors; Summit Financial secures $420M with 3 minority...

The instruction updates include how to report on pension-linked emergency savings accounts.

President-elect Donald Trump announced his intent to nominate Rep. Lori Chavez-DeRemer, an Oregon Republican, to head the Department of Labor.

Insurance industry groups are championing the move, because the state insurance regulations are one of the arguments against bringing retail...

Outgoing SEC Chair Gary Gensler oversaw the highest fines figures for the regulator in 2024, though total enforcement actions were...

The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals.

Mercer’s policy lead says bipartisan work should continue to expand employer-sponsored retirement plan coverage, but tax treatment of such plans...

Illinois-based Karel-Gordon works with financial advisers to create qualified retirement plans.

Hartford Funds names Mackay as head of distribution; Mercer appoints Penner as U.S., Canada career leader; The Standard hires Tucci...

AllianceBernstein launches direct indexing investment options; AssetMarket adds TIFIN AI capabilities for advisers; Oppenheimer partners with Pontera for client 401(k)...

Biden appointee Gensler will step down after a ‘robust rulemaking agenda’ as Republican leadership takes over the White House.

RISavers administered by Vestwell is expected to begin a pilot in the spring of 2025 in partnership with Connecticut's state...

The firm known for stock trading will connect users to financial advisers, expanding further into financial services after entering retirement...

The latest PSCA survey revealed rising health savings account usage, with employers advocating for more education to further participant uptake.

Retirement industry representatives, providers and academics weighed in on how to best implement a federal matching program for lower-income savers.