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Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs; Lazard Asset Management introduces three active ETFs in the US; and more.

The company created its Digital Asset Solutions to support the growing demand for disclosure and governance solutions for cryptocurrency and tokenized assets.

Allspring Global Investments to get new CEO; Wellington Management names head of US wealth; WTW makes Health, Wealth & Career appointments; and more.

Analysts at several firms have pointed to the possibility that the most recently announced tariffs are a negotiating ploy, as they are not set to go into effect...

A TIAA Institute and MIT AgeLab survey finds consumers working with advisers are more satisfied with financial advice, underscoring the value and need for greater access to financial...

World Investment Advisors launches investment management platform WorldMAP; eMoney Advisor enhances needs analysis feature; Financial Finesse and SecureSave announce partnership; and more.

The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in the financial planning profession.

PensionBee adds Roth, traditional contribution capabilities; SMArtX Advisory Solutions adds 5 strategies; October Three expands retirement plan; and more.

The “Invest in America” accounts would provide all U.S. children with a federal government-funded $1,000 grant to be invested and grow over time.

With more defined contribution retirement plans offering automatic features and increasing default deferral rates, Vanguard found that participant outcomes remained strong in 2024.

A new report from MissionSquare revealed how demographic and economic factors influence investment decisions.

A provision of the SECURE Act 2.0 of 2022 that permits certain assets saved for education to be rolled over into retirement accounts is expected to broaden the...

The Saver’s Match could significantly boost retirement savings, with promotion of the program by the government, plan sponsors, and the retirement industry vital any potential success.

Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.

Encore Fiduciary reported a 35% increase in ERISA excessive fee litigation, in part driven by a surge in plan forfeiture lawsuits.

In other news, the Institutional Retirement Income Council named Kreps of Groom Law as chair of its board of directors.

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent integration of AI.