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Bluespring Wealth Partners acquires $1.35B Rodgers & Associates Wealth Advisers; Sentinel Advisory Group, with $300M in client assets, joins Commonwealth from Northwestern Mutual; Ameriprise adds $150M UBS adviser...

Founder and VP of Money Quotient named winner of the 2024 P. Kemp Fain, Jr., Award given to a financial industry professional. 

Plan adviser Wendy Eldridge joins from Marcum Wealth to connect wealth and retirement plan practices.

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

The SEC aims to try again with its rules on predictive analytics and safeguarding by year’s end and for swing pricing in 2025.

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.

State Street Global Advisors launches IncomeWise solution; BlackRock expands active ETF platform with 2 ETFs; Vanguard reopens actively managed funds to all investors; and more.

Using the consumer price index for the elderly for cost-of-living adjustments would likely result in higher Social Security benefits.

The replacement has been an undefined system largely managed by individuals, according to experts discussing ERISA 50 years on.

Experts at EBRI discussed how automation features for emergency savings and other vehicles can help underserved communities save for retirement.

The missing participant database requires plans to voluntarily turn over participant data to the DOL.

A panel of advisers and providers who use PEPs discuss the benefits and potential pitfalls for clients and advisory firms.