SEC Issues Financial Literacy Study
The Securities and Exchange Commission (SEC) has completed a study about investors mandated by the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act.
News
Raymond James Unveils Financial Planning Software
Raymond James Financial Inc. is offering advisers Goal Planning & Monitoring (GPM), a financial planning software solution powered by MoneyGuidePro.
Working to Age 70 Still Not Enough for Many
Working to age 70 will not guarantee adequate income in retirement for many, according to research from the Employee Benefit Research Institute (EBRI).
CEFEX Offers Service Provider Disclosure Review
The Center for Fiduciary Excellence (CEFEX) has rolled out a service to help plan sponsors mitigate the risk associated with the selection of service providers.
Janus Helps Advisers Plan for Tax Break Sunset
Janus Capital Group has come up with 10 ways advisers can help clients mitigate higher ordinary income tax and...
Industry Leaders Discuss Tax Treatment of Benefits
Workers value their employer-provided health and retirement benefits, but the tax incentives that support these benefits are being scrutinized.
Arnerich Massena Publishes Guide for ETPs
Arnerich Massena has published a white paper, “A Field Guide to Exchange-Traded Products.”
Scout Bond Fund to Compete With Money Funds
The Scout Low Duration Bond Fund aims to deliver more yield than a money market fund without the volatility...
Financial Telesis Teams With ABD Retirement Services
Financial Telesis Inc. expanded its advisory team with the addition of ABD Retirement Services, a division of ABD Insurance and Financial Services.
Tablet Computers Could Be Culprit in Insomnia
If you’re having trouble sleeping, you might want to rethink reading or playing games on a backlit electronic device just before bed.
Executives Need Help Filling Retirement Income Gap
The typical executive will only be able to replace about one-quarter of pay during retirement through Social Security and a 401(k) plan.
Morningstar Rolls Out Commodities Platform
Morningstar Inc. launched Morningstar Markets Commodities Edition, a platform for trading desks and risk managers with real-time and historical commodity and energy market data.
Fidelity Names Abigail Johnson President
Abigail P. Johnson, the granddaughter of Fidelity’s founder, has been tasked with a broader role in running more businesses of the financial services firm.
OutsourceOne Offers Dependent Eligibility Audit
Minnesota-based OutsourceOne has partnered with Certifi Inc., a software and services company, to provide automated employee benefits data auditing services to employers.
Nationwide Hires Regional Retirement Plan Sales Director
Richard Lundgren has been hired as regional director of bundled sales for private-sector retirement plans at Nationwide Financial.