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In 15 years WIPN has grown into a 1,500-member organization advocating for gender equity in retirement services.

Allworth acquires $1.1B RIA; Robertson Stephens acquires CAFG Private Wealth; Cetera announces deal with Concourse Financial Group Securities.

Settlement to be considered by the court on October 30 in class action filed by workers in 2021.

The majority of pension consultancies report liabilities edged out strong market results.

A stable value proponent explains why the ‘rate of change’ of interest rates is as important as the changes themselves for these funds only available for tax-qualified retirement...

Laura Moskwa reflects on WIPN’s evolution, challenges for women in finance and her vision for the organization’s future growth.

Hederick joins Prime Capital Financial; Russell Investments hires Heier and Parra; Gallagher adds Adams to retirement plan consulting practice; and more.

The donation from Schwab Advisor Services will be used to support the Women’s Initiative Endowed Scholarship.

WIPN—We Inspire. Promote. Network.—is nearing the completion of its 15th year helping to connect, mentor and advance women in the retirement industry.On October 17, WIPN will mark the...

Arta Finance offers life insurance solutions with Prudential; Corebridge Financial launches a registered index-linked annuity; and The Standard, Family First partner to offer caregiving benefits.

Alicia Munnell founded the center 26 years ago and will remain a senior adviser; Andrew Eschtruth, deputy director, will step into the director role.

The boost is lower than last year because inflation has cooled; meanwhile, the consumer price index rose by 0.2%, slightly exceeding estimates.

The August hack did not provide direct access to users’ accounting, according to a security breach filing.

For the fourth time in five years, Cetera makes a deal with an insurance and annuity provider—this time Protective Life—to acquire a multi-billion-dollar RIA subsidiary.

Romi Savova, the company’s founder and CEO, sees a consumer market rife for disruption and has a deal with State Street to make the U.S. push.

Larger businesses saw significant decreases in financially inclusive measures, according to an annual financial inclusion study by Principal Financial Group.

Per Cerulli, asset managers are leveraging CITs and interval funds to try and get into DC plans; an adviser sees alternatives working better via managed accounts than the...

A study by Boston College researchers finds state auto-IRA savers may not know how flexible the accounts can be.

New Corebridge research highlights the positive effect plan advisers and sponsors can have by prompting participants to plan out their strategy.