News

LIMRA finds that consumers want a one-stop-shopping approach to financial advice, which allows them to receive guidance on all aspects of their financial life from a single source.

Seventy-three percent of parents agree with the statement, “I’d be willing to delay my retirement to pay for my kids’ college education.”

Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.

The case had challenged multiple recordkeepers, multiple investment options and the use of retail share class funds.

The new business-development capability allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio.

With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS.

The top two reasons include the attractive yield and return on investment as well as helping clients generate more income in their portfolios.

The partnership will focus on sustainable investing.

Forty-four percent of single people are saving for retirement, compared to 63% of married people.

The program’s open-architecture design offers access to hundreds of best-in-class mutual fund families. 

A majority of young investors believe human advisers can generate a better ROI than robo-advisers, a recent survey finds.

The PLANADVISER National Conference was forced to reschedule this year due to Hurricane Irma. Our new dates are October 11-13 at the JW Marriott, Grande Lakes, Orlando.

During a press lunch in New York, Wells Fargo’s CEO of asset management issued a direct call to action for retirement plan advisers, sponsors and providers to do...

A participant accuses the firm of failing to prudently monitor and assess investment options for the plan.

At the same time, employees in ESPPs are using company stock to address financial wellness needs.

A court used plain language of the ESOP plan document to show the plan administrator's failure to implement participants diversification elections was "arbitrary and capricious."

In addition, more than one-quarter of recent retirees say life is worse because of income and cost of living.

The firm will provide 3(21) and 3(28) services through a tech-focused solution.

Both parties together filed some 1,000 pages of paperwork, which the court declined to consider in denying the employer's motion to dismiss, in which it argued its plan...

The firm has launched a prospect portal and now offers a depository for financial, legal and personal documents.