A federal judge in Pennsylvania said the case’s outcome does not hinge on the Supreme Court ruling in a separate ERISA case ...

The Vanguard Group Inc. launched Expert Insights, an artificial intelligence-enabled tool currently available to select ...

While almost all of those surveyed said they appreciated financial guidance, only 55% were already working with a financial ...

The services provider’s chief technology officer is taking on an extra title to lead an effort to embed artificial ...

“In conversations with plan sponsors, the managed payout solution is generally seen as a feature they can ‘turn on,’ as opposed to a separate investment outside of the current suite of retirement date ...

The Department of Labor may help fiduciaries with its scenarios and test cases on including alternative investments in defined contribution plans, but it may also create risks.

Plan sponsors are evaluating how they can help their employees get on track with their student loan obligations, as the U.S.

Nearly one-quarter of surveyed plan sponsors last renegotiated fees with their current adviser more than 5 years ago.

The transaction values the registered investment adviser at more than $2.8 billion, and MAI employees will continue to hold a minority equity ownership.

Americans have become increasingly worried about the effect of taxes on their long-term finances in retirement, according to the “Q1 2026 Quarterly Market Perceptions Study” from the Allianz Center ...

Segal appoints new CEO; MissionSquare hires head of fixed income; Envestnet appoints chief marketing officer; and more. MissionSquare also promoted Shari Hensrud to chief investment officer. Hensrud’s ...

Commission-based revenue has already fallen to 23% of average adviser earnings and is expected to drop further to 17% by 2026. In response, advisers are diversifying pricing models to meet a range of ...