News

Just over six out of 10, 61.6%, said they engage with their retirement plan, according to a survey by Vestwell.

In their second amended complaint, the plaintiffs argued that the Sequoia Fund purported to be a value fund, but increased investments in Valeant Pharmaceuticals created a “clear indicia...

This year, the IRI has also issued a state advocacy blueprint calling on states to focus on educating individuals about the importance of retirement planning and encourage federal...

Strategic beta products offer advisers the opportunity to fine-tune investment exposures, but the strategies demand “increasing intellectual capital to select amid an abundance of options.”

Horace Mann’s traditional agencies will continue to focus on the public education sector.

The group thinks the state should wait on the SEC’s Best Interest Standard and that its proposed statewide fiduciary rule would drive investors away from brokerage accounts.

Those married or partnered are more likely to have a focus on saving for retirement, while those who are single are prioritizing affording everyday bills and paying down...

CIT-based solutions grew, while mutual fund-based solutions declined in 2018, according to Sway Research.

Pentegra will provide recordkeeping and 3(16) fiduciary administrator services, and LeafHouse Financial will provide 3(38) discretionary investment fiduciary services for the plan.

The Secretary of the Commonwealth says the FinTech Working Group is the first dedicated team established by a state securities regulator specifically to provide support to, and receive...

Almost all of those with high fragility are prioritizing being able to afford everyday bills, while those with low fragility are prioritizing saving for the future, including for...

Two members of the U.S. House of Representatives, one a Democrat and the other a Republican, have introduced H.R. 1439, known as the Increasing Access to a Secure...

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

Technology, investment management, and legal and compliance are the top three areas where advisory practices often turn to outside experts, according to Fidelity. 

Vanderbilt University joins Duke University and the University of Chicago in settling claims about 403(b) plan mismanagement.

Putnam Investments has asked the U.S. Supreme Court to weigh in on whether the plaintiff or the defendant bears the burden of proof on loss causation under the...

Plan participants will be presented with the Merrill brand. 

Among those who make ongoing contributions, 53% were approached by a financial services company or professional to set it up.

Individuals polled by First National Bank of Omaha also shared reasons they do not have as much savings as they'd like.