After a record setting start to the year, M&A activity in the wealth management industry once again reached unprecedented levels in the third quarter and is on track for another record-breaking year. According to ECHELON’s third quarter RIA M&A Deal Report, there were 78 deals announced in... READ MORE

More women than ever are taking steps to help their money work harder to grow through investing, according to the results of a new study.   In fact, Fidelity Investments’ 2021 Women and Investing Study finds that two-thirds (67%) of women report they are now investing savings they have outside of... READ MORE

While the health savings account (HSA) industry has made progress over the past year, a new report suggests there’s still room for improvement in several key areas. According to Morningstar’s fifth annual landscape study on HSAs available to individuals, providers have made progress by cutting... READ MORE

Lisa Gomez, who was nominated to serve as Assistant Secretary of Labor for the Employee Benefits Security Administration, tackled a wide range of issues during her Oct. 7 Senate confirmation hearing.  Appearing before the Senate Health, Education, Labor & Pensions Committee, Gomez told members... READ MORE

Signaling that they plan to focus on improving employee benefits rather than cost-cutting, new survey results show that employers expect only modest increases in health benefit costs for next year, which would be a positive development for retirement savings.    According to early results from... READ MORE

Fueled by strong market gains, HSA investment assets were up 73% year-over-year, soaring to more than $30 billion at the halfway mark of 2021, according to Devenir’s semi-annual health savings account report.  Devenir also found that there is now nearly $93 billion in more than 31 million HSAs—a... READ MORE

In the battle to retain and attract top talent amid the challenges created by the pandemic, a new survey finds that currently employed individuals are paying closer attention to the types of benefits that are being offered.  According to findings from Voya Financial’s consumer survey of 1,000 U.S... READ MORE

After a six-month delay in his nomination, Rohit Chopra has been confirmed as the new head of the Consumer Financial Protection Bureau, returning to the agency he helped launch and likely bringing a renewed enforcement push.  The Senate approved his nomination for a five-year term Sept. 30 by a 50... READ MORE

Despite the global pandemic and market volatility, young retirement “super savers” put away even more money over the past 18 months, proving that it doesn’t necessarily take higher earnings to improve retirement readiness.  Among the top retirement savers from Generations X, Y and Z, more than... READ MORE