In a ruling that could affect future pension risk transfer litigation, a U.S. district court judge ruled that a delegated fiduciary adviser needed to face charges.
The offering through Candidly’s artificial intelligence assistant expands the firm's employer-sponsored benefits suite beyond student debt and college planning products.
Vestwell’s retirement platform will be available to advisers across M Financial’s member firm network, while Strongpoint and Bates & Co. have brought Bates’ solutions to Florida.