CAPTRUST Financial Advisors has appointed Mike Wunderli as head of mergers and acquisitions (M&A), to lead the firm’s strategic inorganic growth initiatives.

Average costs of a competitively bid pension risk transfer declined to 101.1% of a plan’s accounting liabilities in April from 102.5% in March, according to Milliman.

In a 2019 suit, plan fiduciaries were accused of breaching their duties of prudence by investing some of the retirement ...

When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.

The initiative aims to improve compliance assistance by providing more accessible guidance about federal labor laws across ...

Client emails: With prompts, AI can either draft an email on behalf of an adviser or refine a draft that the sender can then ...

The investment bank was accused of mismanaging forfeited funds in its 401(k) plan by using them toward reducing employer ...

In April the department stated it was considering rescinding the 2022 ESG rule and asked the 5th Circuit to pause its ...

Firms seek to solve bottlenecks and streamline opportunities by leveraging the power of artificial intelligence.

A report from the New Practice Labs suggests how more low-income households can realize available tax credits.

The study will be led by Korn Ferry and feature executive surveys and in-depth interviews with senior leaders across the ...

“If AI tools are not governed responsibly, then the risk to the clients’ outcomes, privacy and trust can totally outweigh the ...