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

Interest in retirement lifetime income among Americans remains high, and there is increasing attention on incorporating more lifetime income solutions, such as annuities, into 401(k) plans. This ...

Firms are having to balance honing their cybersecurity and evolving their technology stacks. “When we look at AI, we see it as a very powerful tool. We want our staff using AI. It’s going to make them ...

Zocks expands distribution through 2 partnerships; Modera launches AI financial advice platform; Domain Money adopts Altruist’s Hazel; and more. Through its relationship with LPL, Zocks is now ...

State retirement mandates may arrive as new requirements for business owners, but I believe they are triggering something much more meaningful: a fresh examination of how employers attract talent, ...

The company allegedly received more than $14 million in commissions and administrative fees tied to voluntary health, dental and insurance benefits offered to its employees. According to the complaint ...

Retirement savers invest their earnings in hope of a secure future, but a job change—even for higher pay—may threaten their progress. As employees move to new jobs, savings from the job they leave ...

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

Each year, the PLANADVISER Adviser Choice Awards recognize retirement plan advisers’ favorite investment product and recordkeeping service providers. Each year, the PLANADVISER Adviser Choice Awards ...

Generations of Possibilities ...

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 ...

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 ...