News

According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85%...

The new releases from the firm include Riskalyze Premier, a “next-generation autopilot platform,” and a series of eight Risk Number Models to guide client portfolios. 

Getting healthier, working longer, and reducing support for adult children were some of the many adjustments Americans said they were willing to make to address their retirement insecurity.

A new Cogent Reports analysis explores the strong difference of opinion about the DOL fiduciary rule visible across different advisory market segments. 

Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings.

For 13 of the 20 trading days in January, participants favored equities over fixed income funds in their trades.

A look at the retirement plan run by CKE Restaurants offers some food for thought about why the company's CEO, Andrew Puzder, backed away from the post of...

The plaintiff argues she was improperly fired to prevent her from fully vesting in pension and retirees healthcare benefits. 

The solution helps OCIOs by leveraging the globally proven pControl multi-asset investment platform and has capabilities spanning front, middle and back office functions.

Women’s two top financial worries are running out of money in retirement and managing the rising costs of health insurance, and 30% of women have turned to a...

If a recommendation is given in a careful and controlled manner, but there is no record made, does that mean it is materially less prudent? 

“Financial advisers’ clients need to understand how market volatility can hurt their chances of a successful retirement, and they also need to know that options are available to...

Advicent introduced new client report integration capabilities in its latest update of the NaviPlan financial planning software. 

Six months after a re-enrollment, 94% of participants and 74% of plan assets were in TDFs, while one year later, 92% of participants and 81% of plan assets...

Predictions vary around market returns and interest rates for 2017, although some have predicted rates solidly above 5% by the end of 2018. 

Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.

Nationwide Combines Public and Private Retirement Plan Teams; Lincoln Financial Names New President of Tax-Exempt Retirement Plans; Consequent Capital Management Acquires Gray & Company Assets; and more. 

Aon plc, President & CEO Greg Case said, "We believe that this platform will thrive under Blackstone’s ownership as a focused, standalone company."

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.

Couples need to set financial priorities, and access to advisers can help, says David Ray with TIAA.