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The ruling contradicts an injunction a Texas court scheduled to take effect in September.

Ahead of fall elections, Americans have signaled their commitment to Social Security, but whether politicians listen and act remains uncertain, per experts at an NIRS webinar. 

Broker/dealer Janney will bring its $150 billion in client assets but remain an independent business.

The wealth and retirement plan advisory is leaning on its holistic plan offerings for current and future advisers.

Plus, July Business Services acquires Acuff to strengthen its administration and actuarial services.

Industry groups, including Pew and the Retirement Clearinghouse, game plan while awaiting a Treasury request for information.

The SEC indicated in its Spring 2024 agenda that it intends to finalize the market structure rules prior to the November election.

A customer service call center provider finds Chime’s recently acquired Salt rewards program “accessible,” “sticky” for hourly employees.

An Echelon Partners report showed robust activity in mergers and acquisition in Q2.

Avantax adds Long Island-based S&P Financial Services; Blue Owl announces acquisition of Atalaya Capital Management’s business; CW Advisors acquires New Jersey RIA Mercadien Asset Management.

PLANSPONSOR surveying shows some leaders in the new and small plan space booked more 401(k)s in 2023 than the prior year.

A challenge to the 2022 Department of Labor ESG rule on 401(k) plan investing returns to a Texas district court without reliance on the Chevron deference.

What’s more, the Pension Benefit Guaranty Corporation’s multiemployer fund should remain solvent for at least 40 years.

The online system launches shortly after the DOL amended a rule to include Chapter 7 bankruptcies.

The RIA formed by partners who broke away from Goldman Sachs is building a workplace retirement plan and wealth advisement business in tandem, says co-founder and co-CEO Mike...

An ETF product platform is expected to launch in 2025.

RMD age increases, annuities and excise tax corrections would be codified by the proposals.

Alternatives specialist Camarda joins Star Mountain Capital; Nuveen promotes Malik to head of equities, fixed income; FINRA adds SVP heads of enforcement; and more.

A new report by ISS Market Intelligence found adviser turnover reverting to the mean and a continuing trend of advisers going independent.

According to new reports from Voya and F&G Annuities & Life, most Americans wish they had started saving for retirement before they turned 25.