Following the completion of Madison Dearborn Partners’ acquisition of five NFP businesses from Aon, Wealthspire has established itself as a newly formed independent firm to serve clients across the ...

Responding to a call from a financial advisor in Oregon, the ERISA consultants at the Retirement Learning Center (RLC) address a common question about Qualified Small Business Stock and qualified ...

Some months back, the Labor Department published an intriguing three-part “proposed rule” that, to my eye, offered helpful fiduciary tips that go well beyond pooled employer plans (PEPs).

The parties in an excessive fee suit that tried to expand to include forfeitures (but failed) have come to terms.

NFP, an Aon company, on Monday announced the appointment of a new Retirement Advisory National Practice Leader, as well as a new Wealth Management National Practice Leader.

Legislation has been reintroduced in the House of Representatives that would require businesses to pay at least 50 cents into an employee’s retirement savings plan for every hour worked.

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 ...

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 ...

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) ...

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 ...

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 ...

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 ...