News

Cetera invests in $1.7B Kansas-based advisory; Atria snags two adviser practices from LPL; and more.

Lincoln Financial Group names Vince Garzarella VP; Northern Trust Asset Management names new presidents; Empower promotes Noble to general counsel;...

SECURE 2.0 increased the RMD age to 73 and will increase it again to 75 in 2033. Some states’ laws...

Putnam brings its first ESG-focused target-date series to defined contribution plans, with plans for further choice, personalization.

As of the fourth quarter of 2022, the total market for 529 savings plans rose to 16 million accounts with...

Equitable expands variable universal life portfolio; First Trust offers alternative assets-based ETFs; and more.

One of a string of lawsuits filed against companies that put retirement savers into a BlackRock TDF suite was dismissed...

LGBTQ and non-LGBTQ workers have broadly similar interests in terms of benefits, but there may be an access gap, EBRI...

A panel of financial professionals said misunderstandings about educational requirements or beliefs that the industry does not serve all communities...

Zach Buchwald arrives at Russell from BlackRock, while Invesco promotes Andrew Schlossberg from managing director role.

The latest retirement plan participant tracking from Vanguard and Bank of America show retirement savers’ resilience last year. 

In the State of the Union address, Biden commits to protecting Social Security and Medicare from cuts to address the...

Participants held steady elsewhere, but Voya credits uptick to enrollment campaigns, new plan features and free trials.

Investment associations say in a letter that the SEC is exceeding its authority by asking to access all off-channel business...

The approval of Walsh to head the NHLPA is considered a “formality.”

The Florida Pension Group is OneDigital’s seventh such partnership in 12 months as it expands its retirement-linked wealth management capabilities.

New research among financial service and insurance companies reveals women’s careers are more at risk as workplace flexibility begins to...

Cetera Financial Group broke adviser recruiting record in 2022; Advisor Group added 1,800 advisers representing $84.2B in client assets in...

Over 100 investing firms including Callan, Northern Trust Asset Management, and Nuveen pledged to boost DEI and track their progress.

LMP’s majority stake in the retirement administrator and recordkeeper will fund strategies including “aggressive” strategic acquisition.