AFA survey of professionals from RIA firms in the US, who research funds and/or select funds for client portfolios, finds half of firms are likely to increase their private credit holdings in 2025.

Social Security will now conduct an anti-fraud check on all phone applications by analyzing “patterns and anomalies within a person’s account.” ...

Having an investment adviser on retainer had a moderate impact on pricing, as about half of insurers reported that it was a ...

While 39% of men believed their income had kept up with inflation in 2024, only 28% of women felt the same. To gain insight into the financial situation of individuals during 2024, Prosper Marketplace ...

The think tank says three things would expand access: labeling in-plan lifetime income solutions as distinct asset classes, ...

The founder and chief executive of Washington, D.C.-based consultancy Patomak Global Partners was also an SEC commissioner ...

The U.S. insurance business brand will continue to operate as John Hancock. Effective today, John Hancock Investment ...

With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to ...

Alabama, the Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency ...

At a PLANSPONSOR webinar this week, experts discussed why data, and access to data, are important to the fiduciary process ...

In Field Assistance Bulletin 2025-02, the regulator addressed confusion resulting from ERISA-related questions that arose ...

The Chime Workplace platform allows employees to build emergency savings through a high-yield savings account, as well as ...