News

An analysis by Fidelity found financial wellness topics and needs important to certain groups of individuals.

A concise example of summary judgement published by the 2nd U.S. Circuit Court underscores retirement plan fiduciaries’ absolute duty to diversify and carefully administer participant assets. 

Fifty-nine percent of Americans say meeting with a financial adviser before the age of 35 is a wise move.

Conning Launches New Suite of Risk Management Software; Advisor Partners Releases Global High Quality Dividend Yield Strategy; Jackson Square Partners Offering Mutual Funds; and more.

The new program from PCS enhances advisers' ability to establish and demonstrate compliance with the DOL's fiduciary rule reform. 

The free app will allow advisers to tap into clients’ overall asset allocation, return, risk and market value across accounts in real time.

The program was designed with the support of more than 800 industry professionals, IRI says.

An appellate court has sent the case back to a lower court after finding that BP's ESOP participants did not meet all pleading standards set by the U.S....

Participants in Mercer Wise 401(k) will have complete access to Mercer Financial Wellness, an open architecture platform that includes access to online budgeting tools, credit-score monitoring, a robo-advice...

Plan sponsors need help assessing several factors before deciding whether to purchase an annuity buyout for their DB plans.

Clients (or potential clients) should not underestimate the power of retirement and health benefits to attract and retain dedicated employees.

Their average balance has jumped from $10,040 last year to $16,380 in 2016.

Given the likelihood of higher expenses coupled to weaker markets and slow-growing wages, one analysis suggests Millennials on average may need to save nearly a quarter of annual...

Nearly two-thirds of Gen Xers are kept up at night thinking about financing their retirement. 

Throughout October, the groups will host 22 one-day events in cities across the U.S., staffed by CFP professionals offering no-cost discussions and consultations with the public. 

A survey of more than 1,000 financial professionals elicited mixed opinions on the effectiveness and reliability of guaranteed income products such as annuities.

The new product automates the process of optimizing asset location to boost an investor's cumulative after-tax returns.

The firm says the Essential Choice sales tool rationalizes and automates small-plan sales. 

ERISA Section 502(a)(3) may extend to remedy inequitable conduct pertaining to a supposed waiver of plan rights and to a breach of the general good faith standard of...

More than half of broker/dealers surveyed by the LIMRA Secure Retirement Institute believe some of their advisers will retire rather than sell under the new.