The Department of Labor’s proposed rule would have expanded the definition of a fiduciary for retirement investors, including ...

While plan sponsors overestimated participant preparedness, advisers can help ensure that those two groups are on the same ...

A New York district court had previously ruled that the pension plan's investment strategy did not violate fiduciary duties.

Nationwide found annuity owners reported higher levels of retirement confidence, but a separate LIMRA study questioned how ...

In recent remarks, Uyeda said policymakers needed to ‘provide guardrails, not gates’ for private equity, private credit and ...

Plaintiffs accused AT&T of using 401(k) plan forfeitures to offset company contributions, but the judge ruled that AT&T’s ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better.

Although many advisers have embraced the merging of advising and wealth management, some experts warn that smaller accounts ...

Personal branding that incorporates unique characteristics and beliefs is key to reaching and retaining clients, according to ...

Paychex introduces AI-driven notifications; Carefull provides security tools for Osaic; Morningstar allows Microsoft AI tools ...

(k), IRA and 403(b) balances each increased by 5% since the second quarter of the year, according to Fidelity's ‘Q3 2025 ...

Mesirow appoints Nitay Laor as director of strategic growth and acquisitions; Wells Fargo taps Tim Froehlich as head of ...