Shah, formerly CEO of Personal Capital, will replace Larry Raffone, who will transition to become chairman of the board.
With its deal for Spring, which provides businesses with financial wellness benefits for employees, Mariner is launching a Financial Wellness division.
The $1.4 trillion fund company continues to grow through acquisitions in a shrinking category.
The acquisition is the latest in a string of deals for UK-based Smart, including its purchase last year of Stadion Money Management.
The retirement plan for federal government workers also includes numerous Christian and 'pro-life' funds that would seemingly be affected by the legislation.
The measure seeks divestment of an estimated $15 billion from oil and gas companies by CalPERS, CalSTRS.
Given the many lawsuits filed against retirement plan sponsors in recent years for breaching their fiduciary duties, here are the steps plan committees should be taking to mitigate risk.
Here's a list of the costs that have become qualified expenses for 529 plans in the past decade.
Social Security and account numbers were compromised in a phishing attack, but accounts were not accessed, according to the firm.
The torrent of emails we received from members of all generations in response to 'Boomers bite back' was something we'd never experienced before.
Key features of the test include the ability to see how a retirement plan would perform through real historical scenarios such as the Great Depression, 1970s stagflation, the dot-com bubble and the global financial crisis.
The American Council of Life Insurers included questions in the poll that it says show a DOL fiduciary rule would hinder access to retirement advice.
It's time for the financial services industry to rethink its rules when it comes to offsetting fees.
More than half of US asset managers see ESG as a high priority, and many are adding staff to support that.
One in five Gen Z respondents report having no money in savings, demonstrating a severe misalignment between their plans to retire young and the reality of their financial situation.
Flemington, New Jersey-based Amwell Ridge Wealth Management was founded in 1996 by managing partner David Johnston.
An analysis tool on its Invest Your Values site gives participants a peek into the exposure their plans have.
Pontera’s alliance with the Atlanta-based wealth manager is the latest in a string of deals designed to give financial advisors the ability to manage client assets in held-away accounts.
Just over half of women who are 25 and older said they don't consider themselves financially secure; 77% of low-income women said the same.
The Windfall Elimination Provision reduction rules affect about 2 million people or about 3% of Social Security beneficiaries.
