News

The SEC’s new Fixed Income Market Structure Advisory Committee aims to tackle difficult bond market liquidity challenges, with its first official meeting coming up this week.

U.S. Representatives introduced the Increasing Access to a Secure Retirement Act.

While the equity markets have posted very strong returns in each of the last two years, investing leaders with J.P. Morgan Asset Management warn the long-term outlook remains...

More than half of this generation currently does not have an adviser.

DB plan sponsors may want to make a voluntary contribution to their plans in 2018 to claim a deduction at their former, higher tax rate, according to Michael...

More important than the fact that individual brokers or executives are being punished is the recognition that retirement plans and large institutional investors are routinely subject to fraud...

More than half plan to add to or enhance plan education and communication programs, and 21% plan to offer or enhance a company match.

Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and...

Retirement plan fiduciaries must understand the expenses their participants pay to make trades and access investments, but their duty to monitor and ensure reasonableness is not limited to...

Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them...

The total amount of net plan assets determines the applicable user fee now, not the number of participants.

Changes to the tax code will impact retirement planning beyond individual and pass-through business taxation; investing support tools and tax management platforms trusted by advisers have to make...

Cerulli Associates says this is advisers’ biggest challenge.

State Street Global Advisors reveals latest SPDR ETFs, and Charles Schwab announces addition of 12 ETFs to OneSource.

“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another...

“As we enter 2018, the macro environment remains supportive for the fixed-income markets,” reports Voya Investment Management CIO of Fixed Income Matt Toms.

A recent speech given by SEC Commissioner Kara Stein highlights the shifting landscape of mutual fund reporting, and how emerging technologies are reshaping the way investors will compare...

They want help with investments, participant education and fiduciary responsibilities.

Alongside numerous proposed changes, employees who work for three consecutive years with at least 500 hours of service each year would have to be made eligible to participate...

The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.