U.S. adults are generally underprepared to live well as they age, according to what it being described as a first-of-its-kind Longevity Preparedness Index (LPI) from John Hancock and the MIT AgeLab.

A new bill introduced on Tuesday would codify President Trump’s executive order (EO) from August. EO 14330 directed the Department of Labor (DOL) and Securities and Exchange Commission (SEC) to ...

In the Registered Investment Advisor (RIA) industry, where trust, relationships, and long-term value creation are paramount, this stands as the most compelling evidence of a thriving organizational ...

A newly published study challenges fixed-rate withdrawal strategies for retirement spending, such as the long-standing 4% rule, and instead proposes a framework for decumulation centered around a ...

To maximize value for its 401(k) clients, Human Interest Advisors (HIA) this week announced a new 3(38) investment fiduciary lineup designed to significantly lower costs for over 40,000 small and ...

While admitting that the plan document permitted the choice between offsetting employer contributions or administrative expenses, the suit asserts a conflict of interest on the part of plan ...

Coming only days after announcing that it had picked up the King Financial Network (KFN) from Commonwealth Financial Network, Cetera has snagged another advisory firm.

While retirement and recordkeeping firms manage more than $40 trillion in assets, representing almost one-third of U.S. household financial wealth, a troubling disconnect persists: participant ...

Morningstar’s 2025 HSA Landscape Report finds that while account quality has improved and fees have fallen, most participants still use HSAs primarily as a spending vehicle rather than a long-term ...

Taking a loan from one’s defined contribution retirement plan is taking a risk, so it’s something that only takes place for a very good reason. What might those reasons be? A new issue brief gives us ...

Aboon, an AI-powered platform designed to transform how financial advisors help their business owner clients launch and manage 401(k) plans, on Thursday announced that it secured $17.5 million in seed ...

Bob Doll on New Year’s Eve unveiled his highly anticipated annual list of predictions, observing that there is a wide range of possible outcomes for the global economy and financial markets. So how’s ...