In rejecting an offer from Victory Capital, the board of the asset manager prioritized the accepted offer from Trian Fund ...

Creative Planning LLC, an independent wealth management firm, announced Thursday its acquisition of Duncan & Haley Ltd., a ...

According to a recent survey, financial advisory firms and professionals value customer relationship management solutions the ...

Research from State Street and McKinsey underscored forthcoming demographic changes—and the effects on retirement finances.

Join PLANADVISER as we share results of our 2026 Adviser Value Survey. Sponsors of retirement plans of all types and sizes let us know what they value in their advisers and how advisers meet their ...

Morningstar introduces AI assistant embedded in adviser workflow; Wealthbox CRM platform adds 3 AI features; FutureVault unveils AI insights engine; and more.

Women are increasingly taking roles in wealth management, but tend to lag in firm ownership, revenue generation and long-term leadership, according to data from Fintrx.

The Internal Revenue Service has slowly rolled out guidance on Trump Accounts—tax-advantaged investment accounts for children created under 2025 tax law—but has not yet clarified the investment rules ...

In a fiduciary breach case brought against Genworth's 401(k) plan, the Fourth Circuit ruled that ERISA claims tied to defined contribution plans involve individualized losses and cannot continue as ...

After choosing not to defend the regulation in an earlier case, the Department of Labor has again declined to oppose a motion for final judgment in a second legal challenge to the fiduciary rule.

Hardship withdrawals refer to the type of withdrawal participants make to access a portion of their savings for financial strains such as eviction, home foreclosure, college education expenses not ...

GW&K promotes Michael Clare to president; Jason Levy promoted to head of retirement policy at Great Gray; Hashdex appoints ...