News

The majority of investors said the amount of risk they have taken with their investments has stayed the same over the past two years, according to a Financial...

Teamwork: It can be both helpful and challenging, according to panelists at the PLANADVISER National Conference.

The regulatory tone is shifting in Washington, and plan advisers and their clients should be ready for changes, asserted speakers at the PLANADVISER National Conference.

The asset allocation of target-date funds has been a hotly debated topic, especially as the financial crisis has put them under the microscope.

Before advisers or financial institutions, Millennials turn to their parents and friends for financial information.

Commonwealth Financial Network introduced a “vendor-agnostic,” fee-based retirement platform.

Kenneth D. Lewis, Bank of America Corp. CEO and president, announced he will resign by year-end.

Retirement plan education delivery is moving away from the vendor—representing a big opportunity for plan advisers, noted panelists at the PLANADVISER National Conference.

Four-in-10 surveyed New Jersey plan sponsors use a financial adviser to help educate employees, while 33% do not provide any help in educating employees regarding their 401(k) plans....

An Aon Consulting survey indicates employers are taking a wait-and-see approach before changing their retirement programs.

Disgraced NFL quarterback Michael D. Vick has agreed to pay $416,461 in restitution to a pension plan sponsored by his company MV7 LLC to settle allegations Vick had...

Financial Communications, a division of McGraw-Hill Professional and a provider of retirement communication solutions, has launched a new version of its enrollment kit.

Spotting a co-worker with his fly down can be pretty awkward—which is why a third of people wouldn’t mention it.

Wirehouses can bring scale and product innovation to the retirement plan adviser—and pay the electricity bill for you, noted Ed O’Connor, managing director at UBS Financial Services.

At the PLANADVISER National Conference, a panel of big names in the independent advisory space discussed why independence might be a good choice for retirement plan advisers.

The Guardian Life Insurance Company of America is expanding its Retirement Solutions national sales force to offer its retirement products to small and mid-sized businesses across the nation.

Bank of America Corporation (BofA) signed an agreement to sell the stock and bond units of Columbia Management to Ameriprise Financial, Inc., the companies announced.

Anne Arvia, president of Nationwide Bank, has been drafted to be the new chief of Nationwide’s retirement business, as of November 1, 2009.

The Dreyfus Corporation, part of BNY Mellon Asset Management, has introduced two new fund of funds: Dreyfus Satellite Alpha Fund and Dreyfus Diversified Global Fund.

J.P. Morgan Worldwide Securities Services (WSS) has developed an asset allocation and manager selection analysis tool that enables clients to plan and map the risk-return implications of their...