News

Financial advisers of the future will have to cope with serving a workforce that is much more mobile and does not necessarily spend much time tethered to a...

In addition, International/Global Equity funds experienced $7.8 billion of net outflows during the month, Strategic Insight data shows.

Fidelity is launching three new low-cost index funds. 

The Segal Group announces new president and CEO; USI Consulting names vice president and actuary; Hyas Group hires senior consultant; and Merrill Lynch staffs new financial wellness role.

 

The asset management consultancy will now be known as Casey Quirk by Deloitte.

Data covering the savings behavior of tens of millions of Americans shows continued commitment for saving through defined contribution plans. 

Eighty-five percent of investment professionals expect budgets to increase.

 

Industry experts present new solutions, and a few reforms, for coaxing Americans to save for retirement.

Hartford Funds today launched a new educational program that provides advisers with insights on how to strengthen client relationships.

MassMutual has agreed to pay $30.9 million to former and current participants of the MassMutual Thrift Plan and the Massachusetts Mutual Life Insurance Co. Agent Pension Plan.

Interviews with nearly 1,000 independent advisers who custody assets at Schwab show significant optimism about growth opportunities for registered investment advisers. 

The use of stable value funds within defined contribution plans has evolved substantially in recent years and decades, with more changes right around the corner. 

The pension plan de-risking conversation plays out on a spectrum and often takes years—if not decades—to run from start to finish. 

Plan Sponsor Services will retain its trade name.

The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for their next compliance check questionnaire?

Working at the “only Millennial Top 10 bank” has its perks, says Yvette Butler, President of Capital One Investing—perhaps most notably the freedom to do things a little...

Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term.

Speakers at this year’s PLANSPONSOR National Conference included the retirement leaders at Morningstar, BlackRock and John Hancock.

Health care expenses weigh heavily on retirees.

The final fiduciary rule is out, so what do you need to know? And, just as important, what can you do right now to prepare?