News

Amid a glut of retirement plan industry litigation and regulatory change, advisers are asking the twin questions of whether one owes a fiduciary duty to their client, and...

Within U.S. equities, the asset classes they see the most promise in are technology and small cap.

In its discussions with TDF managers, Mercer has found many managers say they have not aligned with the ACWI, and have continued with portfolios that display home equity...

Bruce McClary, vice president of communications at the NFCC, said men have the highest levels of financial confidence, but are less likely than women to reach out for...

Almost half of advisers who left their firm moved along with a larger team in 2017, versus 34% in 2012, according to data shared by Fidelity Clearing and...

Many Baby Boomers have not saved enough, a survey found, and many are also not thinking of important elements of a plan for retirement.

The president and CIO of Ryan Labs describes in detail the mechanics behind the firm’s new defensive bond portfolio strategy—and the way his work continues to be shaped...

Following extensively detailed deliberation citing important SCOTUS rulings and other precedents, the district court ruling rejects a multiemployer plan’s usage of the so-called “Segal Blend” to set the...

The agency ended its determination letter program effective in 2017, but said it will measure the need for exceptions in a variety of ways including annual input from...

More than 60% of advisers polled by Cerulli Associates agree that client demand for “financial planning” is increasing; at the same time, broker/dealers are refining their digital planning...

Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.

Sixty-three percent of workers between the ages of 26 and 64 participated or had a spouse that participated in a retirement plan in 2014, according to the ICI.

The “Getting It Right – Know Your Fiduciary Responsibilities” seminar will be held in Providence, Rhode Island, on June 28.

The newly created multiple employer plan (MEP) will help plan sponsors reduce their administrative burdens.

However, they are very responsible with their budgets, with 53% having an emergency fund

By enabling a new skill, participants in retirement plans recordkept by Prudential can ask Amazon's Alexa for balance information, rates of return and outstanding loan balances.

The lawsuit brought by a participant in a Washington University retirement plan challenges TIAA's use of collateral in its loan process and the provider's retention of some interest...

The goal is to motivate more women to become financial advisers through business network referrals.

Given a personal finance survey, participants could answer only half of the questions correctly