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Hub International acquires Red Rock Financial; Hightower makes Strategic Investment in Ten Capital Wealth Advisors; Wealth Enhancement Group adds Heacock...

Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.

Artificial Intelligence could play a role in scaling investment advice and decisionmaking.

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.

Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.

RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...

64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the...

Ascensus appoints Kennedy as VP; Pentegra announces Finnegan as SVP, General Counsel; and more.

The Department of Labor argued the ESG rule merely permits ESG considerations and is consistent with ERISA.

Former Envestnet M&A lead joins Pensionmark about one year after the firm was acquired by World Insurance with goal of...

In 2022, investor satisfaction with full-service investment advisers fell 17 points on a 1,000-point scale. 

July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.

Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...

Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.

Rowe Price plans to incorporate the retirement income planning software into its retirement offerings for advisers, plan sponsors, and participants.

An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...

Securian Financial Subsidiary acquires Enspire; Pontera and AssetBook intergrate; Wealthspire Advisors acquires Heron Wealth; and more.

Only 2.5% of DC plan participants halted contributions to their plans in 2022.

Franklin Templeton appoints Dean R. Sackett III to managing director of government affairs; Hall Benefits Law adds Alex Bruckner; National...