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 ...

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 ...

But there’s more to these types of decisions than “the math” — and I think some people get so caught up in a slide rule [v] exercise they forget that there are real, rational, personal reasons for the ...

It’s been hard to keep up with the pace of filings, motions and adjudications on the who now knows how many of these forfeiture fiduciary breach suits — and this one was dropped almost as soon as it ...

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 ...

There are many facets, nuances and hard realities to cybersecurity. A professional uniquely positioned to discuss it in the context of retirement plans offers her insights into protecting sensitive ...

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 ...

Participants want flexibility and control over their savings in retirement, but many lack the skills needed to turn savings into income and would like more help from plan sponsors.

To accelerate growth for its wealth management business, financial services firm Equitable announced Oct. 27 that it has entered into an agreement to acquire Stifel Independent Advisors, LLC.

Responding to a call from a financial advisor in Maryland, the ERISA consultants at the Retirement Learning Center (RLC) address whether a 403(b) plan’s “Universal Availability Notice” can be ...

Another federal judge has dismissed another suit challenging a pension risk transfer arrangement, concurring that with no immediate injury, the plaintiffs lack standing to bring suit.

There appears to be somewhat of a disconnect between what investors want for retirement compared to what advisors recommend, suggesting that advisors may have more work to do to help their clients ...