News

A survey finds retirement plan sponsors are very satisfied with their plan advisers, but that doesn’t mean they aren’t open to switching to a different one.

The eight videos aim to teach advisers about client issues.

Don MacQuattie joins the firm from Capital Group.

Sun Life Investment Management has agreed to purchase Prime Advisors.

The 9th U.S. Circuit Court of Appeals refused to again revisit an amended decision in a long-running and complicated stock drop suit impacted by the Supreme Court’s Dudenhoeffer decision.

More than half do not think their performance figures are completely accurate.

The reverse stock drop case Tatum v. RJR Pension Committee has been turned down by the Supreme Court.

Advisers and sponsors have three investment support providers to choose from.

An integrated global platform delivering a wide array of advice and analytics services is one goal of a merger between Towers Watson and Willis Group.

According to Chatham Partners, plan providers may be at risk of losing their clients.

While 81% of respondents to a survey feel optimistic about their financial futures, only one in five feel “very prepared” for retirement.

Methodology evolution will more closely link to quantitative metrics.

A district court in Colorado has granted in part and dismissed in part a motion from Great-West to dismiss a class action lawsuit alleging the company breached fiduciary...

Fewer than 10,000 of Vanguard’s 3.6 million participants use the brokerage option.

SEC staff intends to revamp focus on registered investment advisers and broker/dealers selling investment products to retail investors and retirement savers.

Ask more. Assume less.

“In 22 states, plan sponsors can use automatic enrollment right away,” said Matt Spina, executive vice president and chief operating officer at AdminPartners.

Centered around a website, a marketing tool from Smarsh includes email marketing and social media.

Edward Jones advisers will sell Transamerica retirement solutions.

Charles Schwab released an automated investment management platform to help RIAs reach new market segments.