This week, the Department of Labor (DOL) published for the first time a list of companies that complied with a new requirement to notify the department that they rely on the Qualified Professional ...

John Hancock Retirement, a company of Manulife Investment Management, announced Oct. 17 that it has created a new leadership position at the firm dedicated to improving participant outcomes.

In competing legal briefs, the two parties to a suit challenging the legitimacy of the so-called ESG rule made their case(s).

A change in the title (from “NAPA Top Women Advisors”) and categories (the addition of "MVPs") brought a RECORD NUMBER of nominees! Congratulations to those recognized on this year’s list.

Well, here we are again at the end of yet another workweek . . . and yet, just look at what has happened to these guys and gals . . .

Mastering the art of follow-up is essential for building strong client relationships and expanding your business. In this ...

New research from the Vanguard Investment Strategy Group finds that the impact on retirement savings from those who switch jobs frequently can be quite significant and that plan design could be one ...

The CPFA ® /QPFC credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.

Ali Khawar, the Principal Deputy Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA), spoke Tuesday at the CFP Board’s 2024 Connections Conference in Washington, D.C.

Nominees were asked to respond to a series of quantitative and qualitative questions about their experience and practice. Those anonymized questionnaires were then reviewed by a blue-ribbon panel of ...

Will they finally break through? Alternative investments are touted for their stock market non-correlation, which can add alpha in good times and downside protection in bad, but their relevance in ...