News

Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers.

Some 40% of investors say they are fundamentally interested in life insurance products—and many are interested in speaking with wealth advisers about how to use them properly. 

Estimates from a Sharpe model imply that their outperformance comes from greater nuance in factor exposures, or “smart beta” investing.

However, concerns towards fiduciary risk decreased—with less than 11% of plans citing it as a top concern.

ESG investing was once seen as a fiduciary risk not worth taking among many plan sponsors and their advisers, but now these funds are seeing substantial growth.

Two plan trustees are accused of breaching their fiduciary duties by failing to take action to recover funds owed to a money purchase plan, which was loaned in...

“The Congress faces an array of policy choices as it confronts the challenges posed by the amount of federal debt held by the public—which has more than doubled...

A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground...

Take a look at the lineup of technology-driven solutions released this year to help advisers comply with the DOL's fiduciary rule.

The benchmarking tool will allow advisers to filter based on account size range; account types; services provided; and types of firms. 

More than 87% of respondents to a survey believe employer-sponsored student loan contribution programs are significant.

Recordkeepers provide a variety of services, and plan sponsors and advisers should look for the ones most important to them and their participants.

The airline is accused of failing to select low cost investments and failing to use its size to negotiate cheaper investment and recordkeeping fees.

T. Rowe Price Retirement Expands Small-Market Sales Team; Lockton Expands Retirement Business; Virtus Investment Partners Acquires RidgeWorth; and more.

As retirement plan advisers build their business, there are many considerations about how to add, manager and train staff.

Aside from traditional allegations of excessive fees and mismanagement of company stock, ERISA litigation in 2016 included challenges to fund types, fiduciary processes and provider arrangements; expect more...

Prudential Launches New TDF Suite; Natixis Releases ESG TDFs; and Vanguard Reports Reduced Expense Ratios.

Each retirement plan participant demographic group faces unique challenges, and advisers can help plan sponsors target their needs.

In light of heightened regulatory pressure, advisers are reevaluating portfolio management strategies to generate sufficient retirement income in a low-interest-rate and cost-sensitive environment.

Surveys show a majority of advisers believe they will continue to manage their clients’ money for multiple generations, even if they don't know the heirs.