In further expanding its national footprint, AssetMark Financial Holdings on Friday announced its intention to acquire Efficient Advisors, LLC, an asset management platform with $3 billion in client ...

At the Oct. 26 opening session of the ASPPA Annual conference in San Diego, Marjorie Mann, who has served as the 2025 American Retirement Association President, passed the gavel to incoming President ...

A trio of former Morgan Stanley employees have filed suit against the Labor Department for an advisory opinion they say, “creates immediate and concrete harm to financial advisors who are arbitrating ...

Plaintiffs who have lost at both the district and appellate court level are asking the nation’s highest court to weigh in on a suit involving alternative investments — more specifically the ...

But there’s more to these types of decisions than “the math” — and I think some people get so caught up in a slide rule [v] exercise they forget that there are real, rational, personal reasons for the ...

It’s been hard to keep up with the pace of filings, motions and adjudications on the who now knows how many of these forfeiture fiduciary breach suits — and this one was dropped almost as soon as it ...

There are many facets, nuances and hard realities to cybersecurity. A professional uniquely positioned to discuss it in the context of retirement plans offers her insights into protecting sensitive ...

MetLife and Alight have announced a strategic collaboration to bring MetLife’s institutional income annuities to the Alight Worklife platform, which serves nearly 12 million defined contribution (DC) ...

The opening session of the 2025 ASPPA Annual in San Diego included a wide-ranging discussion on the One Big Beautiful Bill (OBBB), the government shutdown, new agency leadership, private-market assets ...

Participants want flexibility and control over their savings in retirement, but many lack the skills needed to turn savings into income and would like more help from plan sponsors.

To accelerate growth for its wealth management business, financial services firm Equitable announced Oct. 27 that it has entered into an agreement to acquire Stifel Independent Advisors, LLC.

Noting that it “appreciates the Court’s careful effort to craft an injunction that ensures compliance with ERISA’s twin duties of loyalty and prudence, while avoiding “overbreadth that could disturb ...