News

The Retirement Income Solutions Enterprise (RISE) is offering a free interactive financial education tool and video to financial advisers.   

The U. S. Department of Labor’s Employee Benefits Security Administration (EBSA) and the Department of the Treasury have announced a joint public hearing on issues relating to lifetime...

The Social Security Board of Trustees reported Thursday that the long-range outlook of the Social Security Trust funds remains unchanged from last year’s projections.  

A new study from the Ewing Marion Kauffman Foundation shows that business owners are more conservative when it comes to saving and borrowing than generally thought.

While a proposed Securities and Exchange Commission (SEC) rule on 12b-1 sales charges will mean financial advisers would lose about $1.5 billion in fees in seven years, that...

Charles Schwab has announced the launch of three bond ETFs, adding to a suite of eight equity Schwab ETFs.

Bank of Hawaii’s Investment Services Group is now offering its clients an open architecture unified managed account (UMA) that can integrate multiple products.

In a new survey, Ipsos found half of respondents wish they had a pension.

Job seekers with shifty eyes, reluctant smiles, or fidgety limbs during an interview may be hurting their chances of landing a job.

International insurance brokerage and risk management services firm Arthur J. Gallagher & Co. has acquired Benefits Unlimited, Inc. in Houston, Texas.

Paychex Inc. may have influenced a 401(k) plan’s investment lineup, but did not make the ultimate decision about which fund options to offer participants, a federal judge has...

The Principal Financial Group has launched a Web site to help educate advisers and sponsors about the Department of Labor’s (DoL) new fee disclosure regulation.

Through a strategic alliance with Mid Atlantic Financial Platforms, Inc. (MAFP), DailyAccess Corporation is now positioned to offer exchange traded funds (ETFs) in employee benefit plans.

Curtis Arledge will be joining BNY Mellon as vice chairman of the corporation and chief executive officer of BNY Mellon Asset Management.

BNY Mellon Asset Servicing has enhanced its Workbench platform to help institutional investors comply with new accounting standards that require them to report the industry ratings of their...

The Connecticut Supreme Court has blocked a move by state Attorney General Richard Blumenthal to publicize confidential subpoenaed business documents from a Florida insurance brokerage. 

Securian Financial Group’s Fiduciary Clarity program offers advisers the means to help educate employers to manage their investment and administrative fiduciary responsibilities.

A new study concludes that while offering convenient savings options to low-income workers should help improve their retirement security, fewer individuals may take advantage of the opportunity than...

Janney Capital Markets has named Jennifer Feeley, Director, Institutional Equity Sales.

Wilmington Trust has hired Benjamin D. Gorton to help lead business development initiatives at Wilmington Trust Retirement and Institutional Services Company (WTRIS).