News

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.

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.