According to Nationwide research, 40% of surveyed investors said they made changes to their retirement portfolio in anticipation of November’s results. With less than one month until the 2026 midterm ...

FLX Networks adds 2 to advisory board; Carson Group hires divisional president of integrated channel; Truxton appoints portfolio manager; and more. Abuaf is a senior operating executive and industry ...

Docupace Technologies LLC debuted Docupace Next 1.0, an enterprise-scale cloud platform for wealth operations. Docupace Next allows for the use of client and beneficiary information across multiple ...

The U.S. 4th Circuit Court of Appeals in August held that an administrative services agreement between a recordkeeper and a plan sponsor counts as a document that a plan administrator is required to ...

Monthly Social Security checks will increase by an average of $75. A couple in which both spouses receive Social Security benefits will receive an average of $3,355 a month, up from $3,238 this year.

A federal grand jury in Ohio indicted the owner of a Cleveland wealth management and financial advisory firm on charges of embezzling his employees’ retirement contributions and operating Ponzi and ...

A federal judge in California held last month that an employer’s actions brought a supplemental benefit within the purview of the Employee Retirement Income Security Act, despite ultimately finding in ...

Trading activity decreased modestly in the third quarter of 2026 despite mixed market results, according to Alight Solutions’ Third Quarter 2026 update to its 401(k) index. All four benchmarks Alight ...

Morningstar launches Direct AI agentic software; TruChoice, Zocks offer AI tools to insurance, annuity teams; and Bento ...

PLANADVISER is asking for help in identifying the best retirement plan advisers in the country. If you work with or know of a great plan adviser or plan adviser team, please help us recognize the best ...