News

Through relationships with Oracle and Emerging Information Systems Inc. (EISI), Fidelity Investments will introduce customized and efficient customer relationship management (CRM) and financial planning systems for registered investment...

Nearly half (40%) of affluent households will continue to, or begin to, seek investments abroad, according to a new report from consulting firm Spectrem Group.

Daughters are more than twice as likely as their mothers to enter retirement steeped in debt of $25,000 or more and be forced to work far longer than...

Despite all the recent attention to, and discussions about, phased retirement for Baby Boomers, a new study indicates some employers aren’t jumping for joy about the prospect of...

Lincoln National Life Insurance Company now offers participants in the firm’s defined contribution plans an annuity distribution option.

Plan sponsors (and advisers) who think the Pension Protection Act’s automatic enrollment safe harbor represents an easy solution to disappointing participation rates may have another “think″ coming, according...

Every adviser needs to think about what they are known for and what they would like to be known for.

By any measure, it’s tough being a parent– but are today’s parents doing a better job than their parents did?

The broker-dealers of ING are lowering the fees that their advisers pay on two core advisory programs.

Retirement assets reached $16.4 trillion at the end of 2006, with lifecycle and lifestyle continuing their popularity, but lifecycle funds gathered a larger percentage of retirement plan assets.

John Hancock Annuities has added three new asset allocation options from American Funds and Franklin Templeton to John Hancock Trust (JHT), the firm’s variable annuity investment platform.

Legislation reintroduced into the U.S. Senate aims to prompt greater retirement planning for women.

The best reason to buy immediate annuities is guaranteed income, but the lack of growth and flexibility opportunities remains a downside.

401kDIRECT Network has introduced nine individual ETF collective investment funds (CIF) and three (Conservative, Balanced,&Growth) ETF CIF Strategy Portfolios that will be available to qualified plans.

The assets in U.S.-listed exchange-traded funds (ETFs) climbed 5% during April, with International and Specialty ETFs making the biggest leap.

T. Rowe Price unveiled an expanded financial intermediary Web site that provides streamlined access to institutional investment content and educational resources designed for client use.

Three private equity executives have formed a new firm, Leucadia Capital Partners LLC (LCP), to provide customized private equity investment management and advisory services to institutional investors.

HSBC Bank USA N.A. has notified customers that it will cease providing 401(k) services by year's end.

Wilmington Trust Corporation will acquire Bingham Legg Advisers LLC, adding the Boston-based wealth management firm to its network of national Wealth Advisory Services offices.

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