News

Firm’s Decipher tool uses cloud-based artificial intelligence to determine how investors feel about different real-life scenarios involving money.

 

Informational materials on the redesigned site include “how to” articles and case studies.

As a result of the acquisition, Ascensus will serve approximately 50,000 retirement plans.

At year end 2016, the percentage of participants with an outstanding loan balance was 17.0%, compared with 17.4% at year end 2015.

The growth of 4.67% is the highest quarterly bump for the index since the end of 2013.

A new report by the Spectrem Group finds that several Americans lack confidence in saving properly for retirement, with the most concerned belonging to the Baby Boomer generation. 

In this year’s survey by Cerulli Associates, platform consolidation regained its place as the top priority of managed account providers.

Achieving retirement aspirations requires more than saving, investing and planning, it also depends on staying in good health, a survey report notes.

The use of automatic features has also benefited participants, Vanguard says.

Investors understand the value of getting financial advice; 76% of those polled say a financial adviser can help them achieve their financial goals.

The straight-through processing (STP) system is designed to help financial advisers open investment accounts with less paper and less room for error.

Men are more concerned about short-term volatility than women.

Fiduciary Benchmarks is planning to launch a series of services in response to the DOL’s conflict of interest rule.

Ninety-nine percent believe they have a responsibility to help their employees prepare for retirement.

The Supreme Court has ruled plans maintained by principal-purpose religious organizations are eligible for the church-plan exemption, whatever their origins.

U.S. District Judge Phyllis J. Hamilton in the U.S. District Court for the Northern District of California found that for repeated claims the plaintiffs failed to correct the...

UBS will offer multiple ways for retirement account clients to pay their adviser, including through asset-based and commission-based structures, beginning imminently. 

Vestwell Hires VP of Sales; Fiduciary Benchmarks Revamping Key Teams; Great-West Investments Expands Leadership Team; and more.

With the new service, retirement plan sponsors have the flexibility to select from a broad universe of investments that follow Morningstar Investment Management’s asset-class rules and are within...

The iRetire platform now has decumulation-projection capabilities.