News

Strongpoint will have more than 4,000 plans and $7B in assets under administration with the deal.

A federal court ruled there was no legal basis for complaints challenging the DOL’s compliance bulletin cautioning use of cryptocurrency...

Retirement plan advisers were happy to tell plan sponsors about the two-year Roth catch-up extension. But the hard work isn’t...

The registered investment adviser overbilled clients with custom rates by maintaining inadequate procedures, the SEC said.

Smart is joining the push into PEPs with an offering geared toward advisory firms and providers such as recordkeepers, asset...

Among those looking, 38% they were seeking an adviser offering more extensive services.

According to NFP, the vast majority of employers feel competing for talent is ‘more expensive than ever,’ and businesses are turning to creative offers to keep executives satisfied without...

The transaction is expected to close in the year’s fourth quarter.

Creative Planning adds CTB Financial Services; TFS Wealth Management joins Pensionmark; Highland Private Wealth sub-acquires Trellis Advisors; and more.

The IRS extended the requirement by two years to 2026 so that any catch-up contributions from higher income earners must...

There is a role for financial advisers, accountants, and payroll providers to improve the plan coverage gap across industries, alongside...

A separate survey by F&G Annuities and Life found 44% of U.S. retirees have returned to work or are considering...

Following a 2019 IRS policy change, 75% of large employers offering HSA-eligible plans have expanded their pre-deductible coverage for chronic condition-related medication. 

Early assumes role of chief strategy officer at Vestwell; Principal selects Dessouki as chief marketing officer; Puerto joins J.P. Morgan...

Snappy Kraken introduces AI email builder; American Life & Security Corp. launch annuity product; Vanguard expands active lineup; and more.

Deal to connect 401(k) accounts to wealth advisory signals further push in retirement and wealth management convergence, says Future Capital...

Latest research found 45% of investors prefer an adviser affiliated with a national firm when they are nearing retirement.

Aon estimates per-employee cost at more than $15,000, up 8.5% from 2023 figures.

The regulator also announced a new proposal to increase transparency and disclosures for private fund managers such as private equity...

While the firm is looking to divest the results of its 2019 acquisition of United Capital, it will continue to...