“We fear that it will be ‘open season’ from the plaintiffs’ bar on plan fiduciaries who are early adopters of alternative investments,” said Tim Collins, a partner at Duane Morris.
IRI, SIFMA, and MFA are requesting targeted clarifications on how annuities and alternative assets fit under the Labor Department's proposed fiduciary safe harbor.
The firm's new retirement plan offering gives financial advisors direct access to workplace plan assets via self-directed brokerage accounts.
New ICI research shows savers approaching retirement are most likely to ditch the glide path for a more personalized approach.
Research reveals the gap between the financially secure and insecure has widened since 2022.
Data covering 54 million retirement accounts show workers saving through market turbulence, with stock plans coming into their own as an investing tool.
ACLI research reveals middle-class financial resilience rebounding, even as inflation anxiety and a deep savings confidence gap cloud the outlook.
People are living longer, but new research warns that many may outlive their savings.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
But the Amazon executive chair seems to want it both ways, arguing that taxing the ultra-wealthy won't help struggling Americans.
Northern Trust planning leader sees the bill extending qualified charitable distributions to employer plans as a potential positive step — but advisors shouldn't overlook bigger holes in the strategy.
New research reveals rising expenses, forced early exits, and a widening gap between how long people live and how long their money lasts.
Matt Gellene shares the bank’s latest research on how young adults are managing their finances.
New Morgan Stanley research shows retirement planning is a key area where advice is required.
The Charity Parity Act would eliminate a costly IRA rollover requirement that blocks direct charitable transfers from workplace retirement plans.
Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.
Transamerica Institute survey reveals a stark divide between employer confidence and workers' financial reality.
Advisors can help “separate the math from the emotion” when it comes to retirement, says JPMorgan’s Michael Conrath.
Participant contributions edge higher in Q1 as borrowing declines and hardship withdrawals remain steady.
The latest preliminary data release from LIMRA show advisors leaning into RILAs, income annuities and protection strategies as clients put certainty over yield.
