News

Principal Funds said its new tool aids financial professionals in designing an effective wealth transfer strategy for clients.

Defined benefit (DB) retirement plans are a less costly benefit for employers than a defined contribution (DC) plan, according to research from the National Institute on Retirement Security...

Zacks Investment Management, a Chicago-based registered investment adviser (RIA), has expanded its separately managed account (SMA) offering to the mid-size retirement plan market.

Ascensus launched SingleSource Select, designed to simplify the consulting process for retirement plan advisers.

More than four out of 10 households statistically at risk for not having a large enough retirement nest egg—and who will be in serious trouble when health care...

Fidelity says its participants are more inclined to save amid current market woes.

Old Mutual Capital has announced the launch of Old Mutual Global Funds, a suite of eleven offshore funds available to non-U.S. investors.

Ameriprise Financial, Inc. today announced the acquisition of H&R Block Financial Advisers and named Donald Froude the president of the U.S. Advisor Group.

A federal judge today granted final approval to Citigroup Inc.'s $33 million settlement to resolve a gender bias lawsuit against its Smith Barney unit, Reuters reports.

Fifth Third Bancorp has joined the ranks of plan sponsors hit with a participant stock-drop lawsuit.

ING Advisors Network announced a series of organizational changes at the network level, including a number of promotions.

The August Merrill Lynch survey of fund managers says inflation fears have all but evaporated.

Ibbotson Associates was selected by ING Financial Advisers, LLC, to create a family of active exchange-traded fund (ETF) model portfolios that change allocation to take advantage of price...

Advisor Software Inc. introduced a Web-based institutional Monte Carlo simulator, ASI Portfolio Forecaster, the company said.

Every day, we come across magazine, newspaper, and other media stories that focus on the savings shortfall Americans are already experiencing—and will continue to experience as they head...

OppenheimerFunds, Inc. (OFI) Retirement Services Division announced the launch of a Form 5500 tool for advisers alongside other products for participants, sponsors, and advisers.

Brad Larsen left White Horse Advisors to join Al Otto at OneFiduciary Group, LLC.

Failure to return phone calls was the most common reason for high-net-worth (HNW) individuals to leave their financial services company.

An Aon study found that workers trying to keep their standard of living when they retire will need to be able to generate from $15,000 to around $185,000...

U.S. exchange-traded fund (ETF) assets totaled approximately $575 billion at the midway point of 2008 – down 5.4% from the start of the year, according to a report...