Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...
Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.
Pershing Advisor Solutions LLC, a BNY Mellon company, said its new HealthCheck tool allows its registered investment adviser (RIA) customers to assess the operating health of their businesses.
Fund managers are taking on more risk in anticipation of a “Goldilocks” recovery in the economy, according to the BofA Merrill Lynch Survey of Fund Managers for April.
A majority of employers that made changes to their retirement plans in response to the economic downturn expect to keep those changes in 2010, according to a new...
Seventy-seven percent of employees said financial advice and guidance programs would improve their productivity in the workplace, according to MetLife’s 8th annual Employee Benefits Trends Study.
MassMutual's Retirement Services Division has introduced a new online virtual site visit that lets retirement plan advisers and existing and prospective plan sponsors "experience" MassMutual from their home...
Purchasers of group long-term-care insurance tended to be slightly older in 2009, and an increasing number selected less costly policy features, according to a new study.
Financial advisers might have ripe opportunities to talk to clients about long-term care insurance, a new survey sponsored by Genworth Financial suggests.
The Insured Retirement Institute (IRI) said its new Retirement Pyramid can help financial advisers explain what clients need to have “a healthy and vital financial future.”
A federal judge in Georgia has thrown out claims by 401(k) participants that Beazer Homes USA breached its fiduciary duties by offering company stock as an investment option...
A former Comcast Corp. employee is qualified to serve as a class representative in a stock-drop lawsuit against Comcast Corp., a federal judge in Pennsylvania ruled as he...
The Retirement Services division of American United Life Insurance Company (AUL ), a OneAmerica company, has launched St. Louis-based R.T. Jones Capital Equities Management, Inc.’s ARTESYS management account...
A federal court judge has certified as a class action a lawsuit against Wells Fargo over offering mutual funds from one of its affiliates as 401(k) plan investments.