Both retail client channel and institutional channel assets reached all-time highs across US markets, according to Cerulli.

DeVos found that “consolidators” drove M&A last year, as there were 95 RIA buyers, down from 117 in 2024, and first-time ...

Kestra Financial names new head of advanced planning; OneDigital names 3 new leaders; MissionSquare adds 2 hires to managed ...

Former CIO Scott Duba was appointed president, and Will McGough is the new CIO. Prime Capital Financial announced Thursday ...

Allocations to target-date funds increased by roughly 2.5% per year over 11 years, to approximately 50% of total defined contribution plan assets in 2023 from about 24% in 2013, according to new ...

More U.S. households are moving investable assets, with rollovers reaching an estimated $1 trillion in 2025, according to ...

TIAA launches multi-year guaranteed annuity; Franklin Templeton debuts emerging markets debt ETF; Trump Media announces separately managed accounts; and more.

“DOL officials emphasized returning to—and applying—the core principles of ERISA: Plan sponsors need prudent processes to ...

As employers push for a hard year-end cutoff in withdrawal liability calculations, court justices questioned why actuarial ...

Despite previous proposed cuts, under the latest version, the agency would receive the same funding as last year.

He has spent more than 26 years with the organization in a variety of leadership roles.

“Crypto’s future has always depended on what financial advisors think of it,” Bitwise Chief Investment Officer Matt Hougan ...