It's been a tough year, but here are some things we can all be grateful for
Because of COVID-19, retirement savers need advice more than they ever did before
RR Donnelley and Cognizant Technology Solutions were sued, and Trader Joe's fended off a legal attack
Valerie Szczepanik will continue to head the office
The company predicts half of U.S. employers will join pooled plans over the next decade
Starting in January, advisers will see a reduction in how they are paid for clients' holdings in cash and on accounts under $250,000
As more commission-free products come to market, RIA firms are beginning to provide insurance solutions to clients
Mayflower Advisors breaks away; uses Pershing as custodian
With more clients engaged with financial planning, advisers are increasing fees and evolving the way they charge for their services, according to new research
The largest broker-dealer picked up 900-plus advisers, but most importantly at the right price
Health care is the top financial concern, survey reveals; 32% worry about unemployment
By taking stock of what clients got right in this very weird year, you can set the stage for a strong start in the New Year
Fiduciary duty? Best interest? They’re ultimately political decisions
Retirement plan and investment data seldom come in a common format, making CIOs' jobs trickier
The acquisition will expand access to model portfolios and automated tax management technology for J.P. Morgan Asset Management's network of advisers
The transaction will cost LPL Financial $300 million and represents $63 billion in assets
They represent the next blue ocean for retirement plan advisers
Mergers of fund management companies add to due diligence chores for retirement industry chief investment officers
The all-in-one products could also eventually include private equity, Cerulli Associates found
The acquisition closes during a year when the largest planned increase in spending is expected to be in digital marketing
