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John Hancock launches multi asset credit fund with Manulife; Morgan Stanley Wealth adds suite of generative AI tools; Avantis offers a new small cap equity fund; and more.

Emily Bailey will oversee the New York to Maine region with an eye to build on the team’s roughly 400-person footprint.

The court ruled that issuing fines administratively violates the Seventh Amendment.

RIA jumps into the PEP space as the 3(38) investment manager and financial adviser for a couple pooled plan options.

Brief pushes back on arguments it will be costly to implement and limit advice to retirement savers.

The budget bill is unlikely to pass in its current form.

Middleware providers that offer annuity incorporation and portability across retirement plan recordkeeping platforms will play a key role in uptake, says DCIIA research group.

Skills development, management capabilities and organizational agility are among the key drivers of team productivity.

A federal judge in Pennsylvania decided an an expert witness to the plaintiffs was unreliable, leading to a dismissal of the allegations.

Although confidence hasn’t recovered since the last reading, many Americans feel optimistic about their retirement.

The RIA is spinning off its 401(k) division to become Fisher Retirement Solutions.

Some provisions are set to come into effect in September.

There is need for more education in areas including retirement planning from equity compensation plans, according to Morgan Stanley at Work research.

Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for the next 12 months, according to a Capital...

The reliance on 401(k)s means retirement industry must turn attention to this group about 10 years from the traditional retirement age. 

The report from the DOL’s EBSA summarized the concerns of some stakeholders, but makes no recommendations of its own.

Wealth Enhancement Group adds Atlas Fiduciary Financial; Cruz joins Ameriprise Financial; NewEdge Advisors welcomes Stonebridge Financial Partners.

Tech and legal firm Darrow uses AI as a tool for ERISA lawsuit allegations such as underperforming plans, excessive fees.

In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution managed accounts for early to mid-career savers.

Vanguard’s annual America Saves report shows an uptick of Roth 401(k) use both in terms of availability and participant use.