News

An Empower white paper makes the case that retirement plan sponsors and advisers should use simpler language in retirement planning...

The more they wait, the more significant the changes affecting workers and beneficiaries will be, according to the Social Security...

Despite some fears, participants saw account growth year-over-year as stocks continued to climb off the March 2020 low and consumer confidence surged back to pre-pandemic levels.

Meanwhile, the IRI says most workers nearing retirement haven’t saved enough.

Earlier this year, the agency published a list of 2021 examination priorities that prominently featured issues pertaining to cybersecurity, and now it has sanctioned eight firms for related...

A new case study suggests even advisers with decades of industry experience can attain measurable growth improvements with the short-term addition of training, coaching and peer accountability.

Transamerica's program will be offered exclusively through UBS Financial Advisors.

SEC Chair Gary Gensler says her focus as a senior adviser will be on issues relating to retail investor protection, including broker and adviser oversight and examinations.

Rebalance hires retirement services director; Cuna Mutual Group selects new leadership; and TRA adds regional sales consultant. 

SEC Chair Gary Gensler says the emergence of new investment technologies that embrace gamification and collect user data raises questions as to whether investors are appropriately protected.

In a brief of amicus curiae filed in the suit against the Red Cross, the agency claims the suits are...

It has made recommendations to the DOL for helping plan participants understand and better use the information.

The COVID-19 pandemic has presented an opportunity for firms to reconsider their physical footprint and relocate their headquarters to new areas that better suit their needs.

The updated Franklin Templeton solution presents an easy-to-understand estimate of available income from different asset sources, while modeling an investor’s needs and goals over time.

SEI launches asset allocation-based models as part of ETF strategies; Vanguard adds active equity funds to Personal Advisor Services solution;...

A total of 55 Ellwood employees, including 46 consultants, will be joining CAPTRUST, including a seasoned team of investment consultants.

Stadion credits the rise in personalization as the motivation behind its partnership with Franklin Templeton.

Participants in a Morningstar study showed a higher preference for socially responsible funds than they did for traditional investments.

A court found that the plaintiffs did not state a plausible claim for breach of fiduciary duties. They have already...