News

Mergers and acquisitions in the RIA industry are setting new records for the fifth consecutive year.

The Eight Circuit Court of Appeals has backed the decision of a lower court to summarily dismiss a lawsuit filed by participants in an over-funded defined benefit plan...

But among the 58% of these investors who do, expectations run high.

However, a LIMRA report reveals some disparities with that number. 

How to best serve your clients and know when to grow your practice.

A survey finds only 22% of Americans have worked with a financial adviser to figure out how much income they will need in retirement.

A Voya Financial study encourages plan sponsors to raise the default savings rate in automatic enrollment features. 

And nearly two-thirds, 63%, of advisers recommend annuities to clients who need income.

One of the most common stereotypes women investors face is low appetite for appropriate investment risk, but their investment preferences suggest otherwise, according to a survey.

A study suggests best practices for advisers to gain an investor's confidence.

With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say.

L. Rita Fiumara from UBS shared generation-specific insights that can help shape retirement plan communications.

Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.

The definition of the “fiduciary duty” has dominated headlines and discussions for years in the retirement plan industry—and for good reason—but among plan sponsors, the topic remains poorly...

Shlomo Benartzi shared tricks for ‘digital nudging’ with attendees of the 2017 PLANADVISER National Conference.

Research indicates consumers who conduct retirement planning activities or have a formal written retirement plan prior to retirement have a greater likelihood that actual expenses resemble anticipated expenses.

In collaboration with Mesirow Financial Investment Management, Inc., OneAmerica announced the debut of 3(38) Flex.

Panelists discussed a number of “game changing” applications, noting that new ones are constantly being introduced.

Research finds that participants who set goals are more likely to save more for retirement and more likely to feel confident about retirement—even in the face of competing...