News

Broadridge survey finds a leap in firms’ investment plans for generative AI technology.
AFA survey of professionals from RIA firms in the US, who research funds and/or select funds for client portfolios, finds ...
Social Security will now conduct an anti-fraud check on all phone applications by analyzing “patterns and anomalies within a person’s account.” ...
Financial firms are doubling down on artificial intelligence – generative AI in particular – with significant investments in the technology, while cybersecurity remains their top priority, according ...
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.
An AFA survey of professionals from U.S.-based RIA firms that research funds and/or select funds for client portfolios, found that ...
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 ...
With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to ...
Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private wealth.
The agency announced that all claim types can be completed over the phone once again, after receiving backlash from retiree ...
At a PLANSPONSOR webinar this week, experts discussed why data, and access to data, are important to the fiduciary process ...