News

Global Relay updated its Twitter archiving software to help advisers meet Securities and Exchange Commission (SEC) as well as Financial Industry Regulatory Agency (FINRA) regulations.

Want to find out who is poised to win the election? Don’t call random voters—use an iPhone application to analyze their tweets.

Advisers must consider the most effective ways to help sponsors take action under legislation that reduces required funding for defined benefit (DB) plans but increases their insurance premiums.

Women’s need to address their health care risks and costs presents an opportunity for advisers, since few advisers address these critical questions, Nationwide Financial said.

Focus Financial Partners’ firms will have access to Mercer’s research and intellectual capital, per an enterprise agreement. 

The Wells Fargo/Gallup Investor and Retirement Optimism Index is down markedly to +16 from +24 in May and +40...

Aria Retirement Solutions (Aria) has made several funds from Dimensional Fund Advisors (DFA) eligible for use with the RetireOne Transamerica fixed contingent annuity guaranteed income product. 

Income disparities have translated into a 25% to 30% retirement savings shortfall for women compared with their male cohorts, according to a research report.

PenChecks Inc. hired Ray Zittlow, AIF, as its Midwest regional sales director.

Professional Capital Services LLC (PCS) updated its retirement plan model management tools.

SunAmerica Financial Group Inc. agreed to acquire Woodbury Financial Services Inc., a brokerage unit of The Hartford Financial Services Group Inc.

It is up to a plan’s investment committee to determine whether the cost of reimbursing revenue-sharing fees to each participant is effective—or prohibitive.

The Newport Group released a managed account service for advisers.

The Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) issued Field Assistance Bulletin (FAB) No. 2012-02R, which supersedes Field Assistance Bulletin No. 2012-02. On May 7, the...

Mutual fund flows have been strong throughout the first half of the year, with positive net flows every month, according to a report.