In what some would consider a blockbuster deal to start the new year, national financial services firm Mariner announced that it is acquiring Cardinal Investment Advisors in a deal that adds $292 ...

The parties in an excessive fee suit involving the selection and monitoring of Northern Trust’s Focus Funds in its own 401(k) plan have come to terms. Participant-plaintiffs Denis J. Conlon, Diane M.

Kelsey Mayo, the American Retirement Association’s (ARA) long-time outside Director of Regulatory Affairs, will come inside, joining the education and advocacy organization’s C-suite as its Chief ...

The Department of Labor’s (DOL) rule proposal for adequate consideration of employee stock ownership plans (ESOPs) has not yet been released, despite being sent to the Office of Management and Budget ...

Not wasting any time to start the new year, the powerful House Ways and Means Committee will hold a hearing next week to kick off the push to extend the Tax Cuts and Jobs Act (TCJA) of 2017.

As the competition for diverse talent intensifies, it's crucial to explore new avenues for recruitment beyond traditional channels. Bridging the Gap: Attracting Talent from Outside the Financial ...

Amid ongoing debt, inflation and other financial pressures, Americans' financial confidence has held steady heading into the new year, according to New York Life’s 2025 New Year Outlook Wealth Watch ...

Responding to a recent call from a financial advisor in Michigan, the ERISA consultants at the Retirement Learning Center (RLC) address a common question on Qualified Birth and Adoption Distributions ...

Despite the retirement industry attention they receive, pooled employer plans (PEP) still have a long way to go with employers. Interest in the product is (very) low, and 93% of employers said they ...

And so she did — by phone calls, texts, and an astounding amount of “snail mail” — she found ways to reach out, to support and encourage what turned out to be an incredible network of friends, family, ...

One of the most powerful committees in Congress, which will be charged with developing much of President-elect Trump’s tax and economic agenda over the coming months, will have nearly a quarter of its ...

After first revealing the deal last fall, Voya Financial announced late last week that it has completed its acquisition of OneAmerica Financial’s full-service retirement plan business.