News

Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said its new book, “Crossing the Sea,” helps its advisers illustrate the retirement journey to their clients.

Almost half (46%) of surveyed registered investment advisers (RIA) are looking to social media to gain new clients, according to a survey by Rydex|SGI.

I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes in our household.

Two providers have teamed up to offer a new 401(k) services.

Cafaro Greenleaf, an advisory firm to corporate and institutional retirement plans, has added adviser John Peters to its team.

The Securities and Exchange Commission (SEC) has filed fraud charges against a Los Angeles-based investment advisory firm and its principal for an alleged $14.7-million Ponzi scheme targeting retired...

BB&T Retirement Services has launched a redesigned Web site for defined contribution participants.

A federal court found no evidence that Amgen, Inc., breached its fiduciary duties by continuing to offer company stock in its retirement plans.

RBC Capital Markets has introduced a benchmark index for investors in U.S. Treasuries with bonds rebalanced on a daily basis.

Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to...

In February, registered investment advisers’ (RIA) confidence in the economy and stock market was down 2% from January, according to Rydex|SGI AdvisorBenchmarking.

More investors are focused on growing their retirement savings rather than protecting it, according to a survey by Charles Schwab & Co.

The U.S. Department of Labor has sued a trustee of the Westra Construction Inc. Employee Stock Ownership Plan (ESOP) for alleged violations of the Employee Retirement Income Security...

There might really be a difference between “dog people” and “cat people,” new research suggests.

Bank of America Merrill Lynch is introducing a tool to its 401(k) plan sponsor clients designed to monitor and score the "financial wellness" of employees enrolled in their...

Financial education provider Financial Finesse reports that employees focused more on short-term financial concerns in 2009 than on long-term savings.

MassMutual's Retirement Services Division has announced plans to introduce its new RetireSmart participant statement later this year.

More than seven-in-10 (72%) workers over the age of 60 who said they are putting off their retirement are doing so because they can’t afford to retire financially,...

Mercer reported that as of year-end 2009, nearly 70% of defined contribution participant balances have returned to levels prior to the stock market declines of 2008 and early...

Americans with a financial plan are especially likely to save their tax refund, according to the First Command Financial Behaviors Index.