News

Cerulli anticipates the percentage of advisers' discretionary business will increase from 59% in 2011 to 71% by 2013. 

If critics of the financial services industry or the retirement industry in particular say product offerings are too complicated, Prudential contends that’s where advisers come into play.  

Residents of New Hampshire and Alaska rank at the top of financial literacy and financial behavior, while residents of Louisiana and West Virginia rank at the bottom, according...

One-third of pre-retirees who say they are five years away from retirement have not calculated how much income they will need.

The retail cost of a traditional Thanksgiving dinner increased about 13% this year, according to the American Farm Bureau Federation (AFBF).

Retirees are feeling more financially secure since 2009, but fewer have estimated how long their assets will last into retirement, according to a recent study.

CEM Benchmarking Inc. hired Jonathan Epstein as director, U.S. Territory.  

The Tax & Accounting business of Thomson Reuters has made a deal with Thompson Hine LLP to provide clients with custom retirement plans that meet IRS requirements. 

Conversations about annuities are becoming more focused on lifetime income, with more than one-third of investors (34%) reporting that the main reason for purchasing an annuity is to provide guaranteed...

Commonwealth Financial Network has launched Investor360°, an online tool for investors to view multiple aspects of their portfolio.

Two former Bank of New York Mellon employees have filed a lawsuit on behalf of participants in BNY Mellon's 401(k) savings plan and Employee Stock Ownership Plan related...

A quarter of Americans believe they will work in some capacity until they are at least 80, because they do not have enough savings to live comfortably in retirement.

Security Benefit Corporation, a Guggenheim Partners Company, has chosen Mesirow Financial to provide its customers with independent fiduciary services.

AARP announced the launch of its Social Security Benefits Calculator, an interactive tool designed to help people make the decision about what is the best age to claim...

Jensen Investment Management announced appointment of Monte Mitchell as director of sales.