Battening Down the Hatches Against a Data Breach
Retirement plan advisers and plan sponsors share some concerns about data security, but advisers are especially worried.
News
Why Your Clients Should Institutionalize Their DC Plans
The “retailization” of 401(k)s and other plan types has sold participants short, experts say.
Independent RIAs Bullish on Their Future
The majority of registered investment advisers believe their businesses will grow at a faster rate than the market.
State Retirement Desirability Ranking Reveals Surprises
Being considered a top state to retire in is desirable for any number of reasons—but only one state gets to brag about being No. 1.
Morningstar Compares Active vs. Passive Performance
The inaugural Active/Passive Barometer report shows that passive investing trumps active.
More Americans Delaying Retirement
Financial constraints are also causing many to delay a wide number of major life events.
Gen Y Concerned About Retirement Savings Safety
They want safety from market volatility, and they don’t think Social Security will be there for them.
CLS, Riskalyze Roll Out Autopilot
An automated asset management platform from CLS Investments and Riskalyze is now live.
3D Prosthetics? Yes! But Hold the 3D Steak
More people would rather use a prosthetic limb (77%) than eat a piece of food (23%) if both were both produced on a 3D printer, a survey finds.
Senate Joins House in Effort to Defund Fiduciary Rule
A committee approved an appropriations bill that would restrict the Department of Labor in its fiduciary rule efforts.
Advisers Need to Step Up Senior Benefits Game
Only 36% of advisers provide guidance on Social Security, Senior Market Sales says.
Couples Not on the Same Page When it Comes to Finances
The majority of couples believe they communicate effectively when it comes to finances, but a new study shows otherwise.
IRS Publishes NQDC Plan Audit Guide
The guide for examinations agents serves as a reminder of NQDC plan rules.
Paycor Unveils 401(k) Plan Administration Service
Cloud-based benefits solutions provider Paycor launched a new support service for 401(k) plans.
Ohio IRA Provider Ignored Red Flags, SEC Says
Sponsored dinners with Ponzi operators and fees charged to the account-holders even after fraud charges were announced are among the allegations against Equity Trust Company.
HANYS Benefit Services Expands NYC Presence
HANYS Benefits added a team of strategic business leaders headquartered on Long Island.
Looking Back to Move Ahead on Practice Tech
In a conversation with PLANADVISER, Lisa Weil of ProcessUnity shares insights gained from experience launching earlier digital tools for qualified retirement plan sponsors.
OppenheimerFunds’ RIA Team Now Fully Staffed
The firm has hired two executives and promoted two others.
Investor Confidence at 7-Year High
Retired and non-retired investors equally confident, a Wells Fargo/Gallup survey finds.