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Prime Capital Financial Expands in Southeast with Sugarloaf Wealth Management; CW Advisors Adds Two Boston-Area RIA Firms; Cetera Adds Teams From Equity Services and Raymond James; and more.

In addition to the pension risk transfer stake, Japanese insurer Meiji Yasuda will acquire all of L&G’s U.S. protection business in a total $2.3 billion deal.

Newfront Retirement Services adds associate vice presidents; CFP Board announces CEO Keller to retire in 2026; Focus Financial Partners names new CFO; Wagner Law Group welcomes a new...

The Investment Company Institute released a statement supporting the congressional effort on Thursday.

The $2.7 billion dollar plan also joins the more than 30 employers accused of mismanaging employee forfeiture funds.

Among advisers who recommend investing in cryptocurrencies, the most common allocation remains 2% of assets, according to a Digital Assets Council of Financial Professionals survey.

A district court in New Jersey ruled that the plaintiff lacked standing for certain claims, but there is a chance the case will be resurrected.

In a separate transaction, the Carson Group added an advisory team based in Roseville, California.

In an amicus brief, several advocacy groups warned that letting the lawsuit proceed past a motion to dismiss could open the door to a wave of frivolous lawsuits.

NFP acquires Tycor Benefit Administrators and expands presence in the Philadelphia area; Wealth Enhancement announces acquisition of VanceGray Wealth Management and Northwest Investment Counselors; Citizens deepens investment in...

Nationwide’s president and COO announces retirement; Alera Group appoints a new director of retirement adviser services; T. Rowe Price hires an institutional business development executive; and more.

The court examined conflicting lower court rulings to decide if plaintiffs must demonstrate more than just the occurrence of a 'prohibited transaction' to overcome a motion to dismiss.

While AUM continues to grow, training, mentorship and succession planning could all help address the headcount stasis.

The news comes after BlackRock's announcement last week that its annuity-integrated TDF product has surpassed $16 billion in assets under management.

Waverly Advisors acquires Dickinson Investment Advisors; Integrated Partners expands West Coast Footprint with addition of RetirementDNA; Concentric Wealth Management joins MAI Capital Management.

According to experts at T. Rowe Price, plan sponsors should anticipate policy updates and possible litigation reforms in 2025.

BlackRock’s LifePath Paycheck reaches a milestone; HSA Store launches a mobile app; Green Leaf Launches 401(k) Solution; and more.  

The acquisition is OneDigital’s first in the nonprofit sector.