News

Even the savviest clients with decades of business management experience can fall into the traps of emotional thinking at certain financial inflection points. 

When asked how they would divert excess funds if student loans were hypothetically absolved, 31.68% of Millennials said they would save for retirement, according to a new survey.

An analysis suggests discount rates are likely not the driving force behind different funding levels, despite the general belief lower discount rates produce greater liabilities.

Deciding to take lower payments early puts women, who typically live longer than men, at a real disadvantage.

A traditional 60/40 portfolio is up more than 7% so far this year, while a conservative 20/80 portfolio remains up almost 10% through the first three quarters of...

Internal investment product wholesalers are pursuing advanced degrees and designations to improve their image as “knowledge partners” in the eyes of advisers, according to new Cerulli Associates research.

 

Materials from NAGDCA include a retirement savings journey map and field notes, as well as Social Media designs and information about measuring engagement.

A new research report examines key features of the emerging “gig economy,” drawing some important conclusions regarding traditional salary and benefit offerings. 

Germans who received information about retirement and expected pensions increased private savings, researchers found.

The Department of Labor fiduciary rule will fundamentally change the way companies and financial professionals interact with their clients. 

Thrivent alleges the DOL has exceeded its authority by requiring that the BIC Exemption include a contractual agreement that customers could pursue a breach of contract action and...

Fees are often thought of as the prevailing factor in most retirement investment decisions, but new research suggests the destination of an IRA rollover is determined by more...

Attendees will learn about hours of service; changes in employee status; student participation; and other 403(b) rules.

The revenue procedure updates the comprehensive system of correction programs for sponsors of retirement plans that are intended to satisfy the requirements of the Internal Revenue Code, but...

Mapping Your Future Financial Solutions features extensive flexibility and customization, allowing organizations to meet the specific financial education needs of their audience.

Nationwide to Acquire Jefferson National in 2017; Integrated Retirement Hires Former ERISA Lawyer; Hatteras Funds Adds Managing Director of Business Strategy; and more.

California Senate Bill 1234, known as the Secure Choice Retirement Savings Act, is now law. 

A study found that employees enrolled in more than three non-medical benefits are most likely to say they feel very secure in their lives, very confident in covering...

The SmartDollar solution was created by author and national radio show host Dave Ramsey and is aimed at boosting financial wellness both inside and outside the employer-sponsored retirement...

Nearly a quarter of advisers surveyed said the rule may cause them to lose all lower- and middle-income clients.