Tim McCusker will take the reins from current CEO Michael Manning in January 2027.

Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina ...

Participant engagement and fees are two major factors when considering qualified default investment alternatives.

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better.

As clients’ financial stress builds—due to personal reasons or in reaction to an increasingly volatile stock market—advisers ...

Health expenditures increased by at least 10% the same year in 51% of households in which a retirement plan participant took a plan loan.

Among the new appointments joining the previously announced CEO and president are Mike Goss and Brad Long of Fiducient ...

Annuities reached a new sales record in the third quarter of 2025, according to LIMRA’s U.S. Individual Annuity Sales Survey, ...

Going into next year, 42% of employers cited health care cost control for both the organization and its employees as their No ...

Vestwell’s acquisition brings nearly 30,000 retirement plans and 350,000 clients onto the platform and expands the company’s ...

A federal judge ruled that the company did not breach its fiduciary duties by using 401(k) plan forfeitures to offset ...

A federal judge ruled that allegations of Johnson & Johnson’s mismanagement of employee health plans’ prescription drug ...