News

The testimony presented at last week’s hearing by the House Education and Labor Committee on the issue of 401(k) fees was remarkably consistent, IMHO, certainly compared with the...

Institutional investment consulting firm Rogerscasey Inc. has hired Ward Harris as Managing Director, Financial Intermediary Group and T. Patrick Mulvey as Managing Director, Marketing and Business Development.

A federal judge in Connecticut has cleared the way for the trustees of five 401(k) plans to pursue their claims that Nationwide Financial Services was a fiduciary because...

ExpertPlan, a Princeton, New Jersey-based recordkeeper, is partnering with a payroll provider.

Fidelity Investments named Michael K. Clark, former chief executive officer of JPMorgan’s securities services operation, to head its Institutional Services business.

Independent registered investment adviser (RIA) firms' assets under management grew a median of 20% in 2006 and revenues increased at a median rate of 16% during the same...

Despite worries about estate taxes, many Americans with significant savings have not taken adequate steps to plan their estate.

State Street Global Advisors (SSgA) has launched a program that focuses on the needs of financial advisers, registered investment advisers, and wealth managers in practice management and portfolio...

Among investors who work with financial professionals, 40% would like more information about ETFs and about half (51%) would consider investing in exchange-traded funds (ETFs) if their adviser...

It’s early yet – but football fans already have their favorites picked for the Super Bowl.

Fidelity Investments introduced new mutual funds and variable annuities aimed at making it easier for retirees to convert their savings into monthly income payments.

The sixth of seven ineffective habits of retirement plan advisers

Rydex Investments today launched ETF Essentials, a program to educate advisers and investors about exchange-traded funds (ETFs).

The former CEO of JPMorgan Retirement Plan Services has teamed up with two other partners to form a company that provides benchmarking services for defined contribution plan sponsors...

People want financial guidance in planning for retirement and they want their adviser to tell them what they should do, but they want to retain personal responsibility for...

Advisers and providers talk about working together to increase your value proposition.

The Prudential Retirement Insurance and Annuity Co. (PRIAC) on Monday filed suit against State Street Global Advisors (SSgA) over losses in SSgA-managed funds for which PRIAC claims the...

The U.S. House Education and Labor Committee will hold a hearing Thursday to discuss a proposal requiring greater 401(k) fee disclosure by plan sponsors and providers.

Wells Fargo&Co. has launched an interactive, online calculator that estimates the number of years a person's retirement funds will last once they stop working.

Employees are interested in receiving information geared toward their life stage on what kinds of benefits to select during their company’s open enrollment period, according to MetLife’s 2007...