News

Representatives from the 2019 Retirement Plan Advisers of the Year awards program detail their practice outlooks, client services and team...

The two entities look to encourage CIT adoption among investors, a move that they say has stalled due to low awareness of the funds.

Studies show all generations find legacy planning important and those who receive an inheritance feel more financially secure. And, Lincoln Financial has introduced a product to help advisers...

Even outside of saving for retirement or a college education, an investor’s ability to save for any future goal is drastically diminished by the proposed financial transaction tax...

With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms.

The audit service provides an in-depth assessment of the digital user experience offered by retirement plan recordkeepers to plan sponsors.

DAC selects new institutional sales head; Cetera replaces general counsel; Seyfarth Shaw LLP announces ERISA expert as partner; and more.

August brought six above-normal trading days, the highest monthly total since a previous bout of equity market volatility in December 2018.

They have mortgages, second homes, kids going to college and elderly parents. They’re even thinking about long-term care policies.

The address for pre-approved plan submissions has not changed.

Trial was to begin on the case September 16.

Morningstar releases goals-based planning solution; Schwab adds account conversion feature to portfolios solution; and AssetMark to offer Savos personal portfolios.

The Morgan Stanley at Work financial wellness platform now includes student loan refinancing capabilities and expanded financial coaching.

“The plaintiffs’ lawyer playbook is the same,” says Brian Netter of Mayer Brown. “First, survive a motion to dismiss, and then subject the defendant to a very expensive...

The plaintiffs in the ERISA lawsuit say they intend to seek injunctive relief preventing MIT from hiring vendors for its retirement plan that are donors or accepting donations...

As student loan debt reaches an all time high, the two firms are pushing the conversation on what families must know early on about college funding. 

Two advisory firms argue they are harmed by the “best interest” rule because it causes them a competitive disadvantage with respect to broker/dealers, and because the rule will...

The move by Greystar comes after the 9th U.S. Circuit Court of Appeals issued a ruling that Schwab could enforce its retirement plan’s arbitration clause requiring participants to...

Craig Hawley, head of Nationwide Advisory Solutions, also explains how successful advisers are using AI.