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A J.D. Power study finds traditional wealth management firms may be missing out on attracting younger investors.

Tough markets and rising liabilities resulted in declines in pension funding levels in February.

New CTO at Carson Group; Mesirow Wealth Management hires Gary Pattengale; Kristin McCarthy named head of product at PCS Retirement; and more.

Apollo, Athene and Motive Partners purchase a guaranteed income provider; Capital Group launches 8 model ETF portfolios; Lane42 Investment Partners launches as alternative asset management firm and more.

Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, only 57% actually do something about it.

MFS found that plan sponsors earned a C+ grade for their confidence in their participants’ ability to retire at the age they want, while participants themselves showed more...

Gibbens joins the Treasury from the Office of Strategic Capital, a unit of the Department of Defense that invests in areas critical to national security.

A third-party administrator of 403(b) and 457(b) plans experienced a cyber breach last month, exposing sensitive information of more than 48,400 retirement plan participants.

Apollo, State Street private-debt to release new ETF; Betterment Adviser Solutions launches solo 401(k)s; LPL Financial selects SS&C to support retail alternatives business; and more.

The funds returned 9.47% in fiscal 2024, according to a National Conference of Public Employees Retirement System study.

The third-party call center representative improperly accessed personal data of retirement plan participants between December 2024 and January 2025.

A federal judge in Texas ruled that the 2022 ESG rule does not violate ERISA, reaffirming his initial decision made before the Supreme Court overturned the Chevron standard.

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to professional financial planners for guidance.

Many companies with pension funds in surplus are choosing to outsource the investment management of their portfolios or to offload their plan liabilities to insurers.

In its letter to Congress, ERIC urged lawmakers to ‘preserve and protect’ ERISA, maintain tax incentives in health and retirement plans, and impost health care cost transparency.

In its policy guide, the national trade association emphasized the importance of protecting retirement and health plans under ERISA and maintaining the current tax incentives associated with these...

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.