News

Almost of half of respondents to a new survey would prefer to stop paying into the Social Security system—even if it meant giving up their own benefits.

Russell Investments launched a Web site called Helping Advisors to provide financial advisers with tools designed to help keep their clients and businesses on track in the current...

The 7Twelve Balanced Portfolio offers a new way to look at benchmarking balanced funds.

The Federal Reserve System's Board of Governors amended Regulation Z to exempt most retirement plan loans from the disclosure requirement of the federal Truth-in-Lending Act.

There’s another stock drop suit brewing – and this one’s directed at Fannie Mae.

A survey published this past week by Fidelity noted that workers cited health insurance, retirement savings plan matching contributions, and dental insurance as the three most important benefits,...

Oppenheimer&Co. is opening and expanding branches with financial advisers formerly associated with the Stanford Group.

Alliance Benefit Group Carolinas, a Charlotte, North Carolina-based third-party administrator and recordkeeper, has created a special team to work with financial advisers to retirement plans.

Legislative changes to the Federal Thrift Savings Plan (TSP) are tacked onto a U.S. House bill aimed at regulating tobacco products.

Perkins Investment Management LLC, a subsidiary of Janus Capital Group, announced that Perkins Small Cap Value Fund (JSCVX) reopened to new investors, effective Friday.

Comment letters flowing into the U.S. Department of Labor (DoL) over the recently postponed investment advice regulations make it clear that the issue is red hot with controversy.

U.S. investors started off 2009 continuing their contributions to mutual funds—particularly into money-market funds, according to Strategic Insight.

A new tool from the Principal allows advisers to show clients what percentage of employees is saving enough to maintain their standard of living in retirement.

Bernard Madoff pleaded guilty in Manhattan federal court to 11 felony counts related to a $50 billion Ponzi scheme, federal officials announced.

Participants in Charles Schwab Self Directed Brokerage Accounts (SDBA) fled to safety during the economic downturn, according to Schwab data for the fourth quarter of 2008.

Dallas-based television station owner Belo Corp. has suspended the company’s 401(k) match, trimmed some salaries, and cut its workforce because of the slumping economy.

The trend that has seen some employers hard-hit by the recession opt to suspend their 401(k) match has reached the lobbying organization dedicated to helping Americans in retirement.

Whatever happened to 12b-1 fee regulation?

Nine female financial advisers from across the country were named to lead Securian Financial Group’s Women’s Interactive Sales Exchange (WISE) Council.

Fidelity Investments introduced a new program to help registered independent advisers (RIAs) hire, develop, and retain employees.