Adviser Matt Griggs joins LPL Financial; Apella Wealth acquires Kilner Capital Advisors; Sequoia Financial Group acquires Quish; and more.

Conversations between industry experts and advisers Advisory industry leaders squaring off on hot topics Educational sessions on practice management and more Advisers telling their stories and ...

Orion adds BlackRock, Fidelity, Vanguard to portfolios; Nationwide partners with Annexus for annuities strategy; Deel rolls out Deel Retirement for ...

Some industry professionals believe plan sponsors and fiduciaries can start benchmarking individual funds, but others are delaying action until after the decision. Following Tuesday’s oral arguments ...

Regulatory changes, litigation and even the COVID-19 pandemic have made the value of retirement plan adviser support even greater. Over the past two decades, advising for employer-sponsored retirement ...

Prime Capital Financial has acquired SineCera Capital LLC, a boutique wealth management and family office services firm headquartered in Austin, Texas, and renamed it Prime Capital Family Office. In ...

The frequency of Employee Retirement Income Security Act excessive fee class action litigation surged by 35% in 2024, with even more ERISA class action cases filed with novel theories against both ...

The financial solutions firm will now provide workplace and retirement plan programs from one division as retirement savings and wealth management draw closer together. Broadridge Financial Solutions, ...

Equity fund investors missed the S&P 500 by a massive 848 basis points, while fixed-income investors underperformed by 232 basis points. Despite another roaring bull market, average equity investors ...

Edward D. Jones & Co. L.P. announced Wednesday plans to release in 2027 the Retirement Plan Management Center, an artificial-intelligence-powered tool for workplace retirement plan management. Edward ...

Participants claim the bank’s 401(k) plan invested in an underperforming managed mutual fund managed by T. Rowe Price.

Federal lawmakers continue to debate a range of measures to address the program’s long-term funding challenges, which include its main trust fund, the Old-Age and Survivors Insurance Trust Fund, ...