News

The newly announced partnership between Alpine and PCS is an example of how recordkeeping providers are offering white-labeled platform options to support brand-conscious advisers. 

What advisers need to know and do now.

Cavalier Assigns Nine Interim Sub-Advisers for Suite of Mutual Funds; Empower Retirement Paper Explores QDIAs; TOBAM Launches its First U.S. Mutual Fund.

There are literally hundreds of value-add tools out there to consider for your practice—the challenge is deciding what to use and how to proceed.

Most Americans are unfamiliar with annuities which could ensure they do not outlive their savings, a study finds.

Despite being overly confident about their investment knowledge, 94% of Millennials expressed a desire to learn more about investments, according to a new study.

Among all the highly informative breakout sessions at PLANADVISER National Conference, the most popular again this year includes the panel “Lessons Learned From Litigation.”

Sixty-eight percent of American adults are not getting professional financial advice and of the ones who are, 43% say their “advisors don’t feel like long-term partners with a...

Present looks better than the future for many large employers’ workers.

If you had to guess, would you say that mobile applications or desktop web portals are top of mind for plan sponsor clients right now?

Americans are overwhelmed by financial stress, according to John Hancock's Retirement Plan Services latest survey.

There are many anticipated avenues of disruption associated with the DOL fiduciary rule, but clearly the most direct influence will be felt at the point of sale of...

In response to new requirements under the ACA, DirectPath and software firm Sovos create an IRS reporting solution for 2016.

New research from global analytics firm Cerulli Associates indicates that compliance with the new rule is the number one priority of managed account sponsors.

Robo advisers are likely here to stay; as they proliferate, how will traditional advisers stay competitive?

Encouraging plan sponsors to think about the decumulation phase.

Kicking off the second day of the PLANADVISER National Conference, two retirement plan thought leaders, with BlackRock and J.P. Morgan, discuss practical solutions to the most pressing plan...

Knowing what retirement plan sponsors expect from their advisers and how to help them.

Two leading executives discussed the new fiduciary rule, retirement readiness, income and more.

A look at the latest legislative, regulatory and judicial developments