News

Broadridge re-ups with IGM for broker wealth platform; Reverence Capital selects CAIS Channel for alt offerings; $25B RIA Sanctuary extends...

Financial illiteracy may be costing the average American $1,819 per year, even as educational guidance and tools are advancing.

The lawsuit alleged that Deloitte’s 401(k) plan fees were excessive compared to similar plans.

Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.

Almost half of respondents agreed annuities can offer safety and stability, though other research shows in-plan defined contribution annuities are...

Employers have embraced 401(k) plan benefits changes for 2023, but are still shying away from annuities, according to Alight.

After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations...

Securian Financial announces promotions, new head of asset management subsidiary; Alerus Financial names new retirement specialist; MassMutual CIO to retire;...

BlackRock’s investment comes on the heels of retirement legislation designed to increase retirement plan coverage by small businesses.

Transamerica brings to market life insurance policy with guaranteed income option; J.P. Morgan app sends check deposits directly into IRAs;...

Online stock brokerage Robinhood said nearly 75% of more than 1 million users for its new IRA offering chose a...

The changes make it possible to roll over 529s into Roth IRAs and easier to qualify for an ABLE account.

PLANADVISER is accepting entry forms for its listing of top retirement plan advisers.

A “state of the industry” report from recordkeeper Ubiquity finds financial advisers fear another year of poor investment returns that...

Employers are leveraging NQDCs for retention use at increasing rates, with 30% having a noncompete provision.

Milken Institute report argues for enhancing DEI in the finance industry, lays out strategies. 

As advisers seek more participant personalization from retirement recordkeepers, they also need to ramp up their focus on cybersecurity from...

Vestwell will provide financial advisory Carson Group with small and midsize business 401(k) and 403(b) plan programs for its investment...

SECURE increases the RMD age and expands the amount of catch-up contributions certain participants can make.

Among items on DOL/EBSA's agenda: speaking with retirement plan service providers, employers and employees on what regulators can do to...