Tag: Investing

401kAI leverages artificial intelligence to analyze and summarize retirement plans and generate custom pitches, according to the technology firm.

AmericanTCs, Allianz come to market with in-plan annuities; Lincoln Financial upgrades its RILA to combat market volatility; Altruist adds multi-account...

Requiring registered advisers to follow state-level ESG disclosure rules violates federal law, according to SIFMA’s lawsuit.

The stock trading platform’s IRA with 1% match nears milestone after less than one year while CEO announces 3% IRA...

Vanguard and BlackRock saw gains from passive mutual fund and ETF management, with JP Morgan gaining on active, according to...

Alight enhances work benefits platform; Midland updates fixed indexed annuities geared toward retirement income; Allianz launches buffered ETFs to guard...

Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.

Sequoia Financial adds $387M wealth manager; Pathstone adds Veritable to further focus on ultra-high-net-worth clients; and Savant Wealth buys combined...

Vanguard saw the second most inflows, according to Simfund, as overall target-date fund assets ended at a robust $1.63 trillion.

The agreement is still pending court approval but would end 7-year court case.

The head of a retirement plan advice and managed account provider discusses the ‘race to the participant’ and why some...

People more often turn to advisers for coaching and piece of mind than for specific financial needs, according to new...

American Funds and Vanguard captured the most new TDF inflows in the year’s first quarter.

Munis provide a good recession buffer in the current market, experts say. 

Echelon’s quarterly M&A report found private equity financing helped push Q1 2023 numbers above Q4 2022 results.

The wealth leader returns to his former employer to focus on driving more “fee-based revenue.”

American Century launches actively managed ETF; Nomura starts fund with exposure to private credit; Singapore-based Eastspring launches first CIT for...

Experts discuss how to diversify—and remain calm—despite the headlines.

The president followed through on his promise to veto a Congressional attempt to nix a DOL rule allowing ESG investing...

A resolution to nullify the DOL's rule permitting ESG investing in retirement plans will now go to President Joe Biden,...