News

Edward Jones ranks highest among 10 financial investment firms in satisfying their financial advisers, receiving particularly high ratings from advisers in support, people and firm performance.

The first of seven ineffective habits of retirement plan advisers.

BISYS announced Wednesday that it has agreed to be acquired by Citigroup Inc. for $1.45 billion in a deal that will also see BISYS’ retirement services unit sold...

Whether you are a Mom, are married to a Mom, have, or had a Mom (hopefully that covers everyone), odds are you’d agree with the statement that their...

MassMutual Retirement Services' new PlanSmart is a bundled plan solution for plans with $1 million to $5 million in assets, the firm announced.

About half (49%) of investors who hold mutual fund shares outside their workplace retirement plans have purchased fund shares through a financial adviser.

Newly issued rules on the taxation of distributions from Roth 401(k) accounts keep many provisions of the proposed version of the regulations.

A quarter of financial advisers who do not now sell 529 college savings plans intend to start offering them as a result of the Pension Protection Act (PPA).

Charles Schwab has added 16 fund families to its Schwab Retirement Advisor Services platform, including BlackRock, JPMorgan Funds and LeggMason.

Last week, I stumbled across another of those “DC plans are becoming like DB plans″ articles—you know, the “DB-ification″ of 401(k)s?

According to Fred Reish, there are three main components to a successful retirement plan.

Emphasizing the benefits of increased online usage, Vanguard is replacing four account-related fees with a single account service charge.

Most investors still do not understand the difference between stockbrokers and financial planners.

Why do most not save enough for retirement?

Current and former customers of Edward D. Jones&Co. customers who were “victims″ of the firm’s failure to adequately disclose revenue payments from a select group of mutual fund...

IndexIQ has introduced the Active Value family of indexes and has licensed the IndexIQ Active Value Small Cap Index to Claymore Advisors, LLC, which will create the Claymore/IndexIQ...

American Funds edged out the Vanguard Group as the best-selling fund group in March with $7.2 billion, while Vanguard ended the month with $6.5 billion.

Australia has a private savings system that, by all accounts, is working to the benefit of savers and financial advisers alike – but it doesn’t seem to be...

As the understanding that the safety net of Social Security might not be there in the future, young adults seem poised to prepare for their post-working years.

XTF has introduced nine new ETF-based mutual fund portfolios, available with four pricing models, targeted for the 401(k) market and retail advisers.