News

The Retirement Security Project proposes a trial period of automatic enrollment into lifetime income vehicles for 401(k) participants at retirement.

The latest data from the Principal Financial Well-Being Index indicate that a scant 3% of workers have cut back on retirement savings contributions in response to rising prices...

Almost one-third of affluent Boomers cite investments outside their retirement plan as the main funding source for retirement, a survey from Bell Investments found.

Schroders announced two new hires as part of the firm's expansion of its subadvisory, broker/dealer, financial adviser, and defined contribution investment-only (DCIO) distributions.

SunGard released a new version of the StreamCore Compliance Dashboard, a vendor-neutral compliance application to help broker/dealers meet transparency and supervision requirements during clearing and settling.

SunGard released WealthStation 3.0, an end-to-end wealth management platform.

First Western Investment Management said it more than doubled its assets with the acquisition of Los Angeles-based Financial Management Advisors.

Ashfield Capital Partners, a growth-equity manager and member firm of Old Mutual Asset Management, named Joseph M. Caticchio as director of institutional marketing and consultant relations.

Ascensus, recordkeeper to retirement plans in the micro to large market segments, has redesigned its participant Web site with what it calls a “common sense” approach.

Paychex, Inc., added auto enrollment as an optional plan feature for its 401(k) offering.

National Retirement Partners, Inc., today said it acquired Noble Retirement Group and Noble Benefits Group in the Houston area.

More than a decade ago, my mom was getting her finances ready for retirement.

More than a decade ago, my mom was getting her finances ready for retirement.

Nationwide formally launched the Nationwide Income Planning Desk to serve as a consultant for advisers on income solutions for their clients.

Retirees are least satisfied with advice on how to draw down their savings without draining it, a Nationwide survey said.