Among other things, advisers want customization across adviser business segments from wholesalers, according to asset management consulting firm kasina.
Retirement plan advisers, like the adviser industry as a whole, will be driven by regulatory trends and see a move toward fee-based compensation, according to TowerGroup.
Curian Capital, LLC, said it has expanded its Custom Style Portfolios to include two income-focused strategiesâ€″one based on equities and the other on fixed-incomeâ€″aimed at retirees.
The Securities and Exchange Commission (SEC) said eight former employees of Fidelity Investments’ equity trading desk will collectively pay more than $1 million to settle SEC charges for...
A day after U.S. House lawmakers unanimously approved a sweeping pension reform measure, the Senate followed suit on Thursday with its own unanimous approval of the bill.
A broad pension relief measure approved by U.S. House lawmakers—including a one-year stop on the required minimum distribution rules—also includes a variety of other measures sought by business...
Bukaty Companies Retirement Plan Services, a division of Bukaty Companies, has launched a toll-free retirement plan “helpline†for retirement plan sponsors unclear of their fiduciary responsibilities in light...
Defined contribution plan activity rose as participants reacted to economic turmoil by reallocating their portfolios away from equity assets to fixed-income funds, according to The Callan DC Index...