News

55ip will use Fi360’s Fiduciary Score as a factor in 55ip’s investment strategy engine.

The Pension Benefit Guaranty Corporation (PBGC) is issuing guidance to assist multiemployer pension plans that request PBGC review of alternative plan rules for satisfying employer withdrawal liability.

The lawsuit alleges Yale defendants acted imprudently with regard to recordkeeping and investment fees for the plan.

Employers may offer employees the opportunity to purchase an annuity through payroll deductions.

Financial advisers almost universally report the use of social media has changed how they communicate with and win new clients; however, they disagree to some extent about the...

EBRI's longer-term 401(k) account balance statistics offer hope for participants to help them withstand market volatility.

EBRI also found not only do individual account assets make up a large portion of families’ financial assets, but those with individual account assets also have substantially higher...

In its motion, NYU asks that a federal district court judge issue an order “precluding from trial … any testimony, evidence, or arguments concerning claims that were previously...

Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.

"Based on our observations as managers of global fixed income portfolios, the integration of ESG factors and green bonds into the investment process can help investors reap opportunistic...

U.S. District Judge John A. Ross noted in his order that the arguments the defendants advance in support of dismissal are virtually identical to those raised in their...

A fiduciary to the Southside Manufacturing Corp. Retirement 401(k) Savings Plan will pay restitution of $87,276 for stealing from an employee benefit plan, and failing to pay federal...

A survey also revealed that among those Americans with access to using retirement savings vehicles, only 46% say they are contributing as much as they would like.

The Certified Financial Planner Board of Standards has adopted a revised ethics code that requires a CFP professional to act as a fiduciary in all client service contexts,...

JULY Adds Stadion ETF to Platform; Nationwide Increases Fund Offerings with New ETF; and Fairpointe Capital Releases ESG-centralized Approach.

In the lawsuit, ERIC argued that the Employee Retirement Income Security Act (ERISA) pre-empts the reporting requirements in the OregonSaves state-run retirement program for private-sector workers.

Nearly one in four say retirement planning is a touchpoint for financial stress

By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured...

With Flexible Portfolio, advisers now have the option to personalize a client's portfolio around their views, current holdings and personal circumstances.

Through the Behavioral Financial Advice Training Program, Ladenburg’s Practice Management team of professional business coaches provide education and training in order to support advisers in better understanding the...