Latest News

Advice

October 02, 2017

Fidelity Found Not Liable in Excessive Fee Suit

Participants of the of the Delta Family-Care Savings Plan sued Fidelity entities regarding excessive fees charged for the plan’s advice offering as well as its self-directed brokerage account (SDBA) option.

September 11, 2017

Participants Prefer Personalized On-Demand Advice

When asked how they would like to receive advice, respondents reported preferences for receiving advice as often as they have questions and through channels like email and 1:1 sessions, according to a new study by Betterment.

August 25, 2017

Retirement Industry People Moves

Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.