Amanda Umpierrez

Pontera has formed a partnership with Independent Advisor Alliance (IAA) to offer wealth management services to IAA advisors.

The GAO report also lists recommendations for the DOL to improve federal monitoring of crypto in 401(k) plans

Older workers in the Nationwide survey share key financial lessons like saving for retirement earlier and maximizing employer matches.

Industry leaders expect a wave of retirement income adoption and innovation heading into 2025, finds a report released last week by the Institutional Retirement Income Council (IRIC).

Rising inflation, caregiving priorities, and unexpected financial hits have led some to feel less prepared for retirement, finds SOA.

The Social Security Fairness Act was initially passed by the Senate on Wednesday and is now waiting on a final vote.

The IRS and the Department of the Treasury on Wednesday announced that several aspects of RMD rules will not apply until 2026.

Participants and organizations contributed more to 401(k)s in 2023 than the year before, finds PSCA in their latest survey.

Hybrid RIA Concurrent Investment Advisors, LLC has added David Montgomery to lead the firm’s retirement division.

This week, Waverly Advisors acquires Planning Capital Management Corp., The Standard and Lincoln Financial hire two industry veterans, and Commonwealth brings in new affiliate firms.