News

Some DC plan providers see big opportunity ahead in helping higher education institutions prepare their workforces for retirement via 403(b) and 457 plans.

Firms Combine to Create Pavilion Alternatives Group; Nationwide Names Head of Investment Strategies and CIO; Northern Trust Names Global Head of Consultant Relations; and more.

MyVest offers wealth management technology.

It was actually the wealthiest Americans who saw interest and effort in personal savings dip over the last year, while those lower down on the income scale were...

However, the two firms have established a long-term strategic marketing relationship under which Ameritas will provide 401(k) products and services through Guardian's agency system.

However, more Millennials than Baby Boomers expressed high levels of concern about market volatility and its impact on them reaching their retirement goals.

A confluence of generational, technological and consumer preference trends is driving a sea change in the traditional investment advisory business, according to J.D. Power researchers. 

Rev. Proc. 2016-37 ends the remedial amendment cycle system for individually designed plans and replaces it with a new approach to the remedial amendment period.

Horizon investments updates goals-based strategy; Fidelity lowers investment expenses on 27 index mutual funds and ETFs. 

The plaintiffs in the case have voluntarily dismissed the action.

AssetMark is out with a new analysis of advisory practices with AUM growing 20% or more each year.

Evan Inglis says his new rule recognizes the lower level of returns we are likely to experience in coming years due to low interest rates and other factors...

ETFs are inexpensive, have no sales or service fees, and no surrender penalties, so, considering the DOL conflict of interest regulations, it would seem they would become popular,...

The new adviser support tools from Advicent are aimed at helping firms respond to the Department of Labor’s fiduciary rulemaking. 

Millennials are the most diversified generation, according to a five-year analysis of Wells Fargo's book of business.

Under the terms of a proposed lawsuit settlement, Transamerica will have to make structural changes in the way it runs its own retirement savings plan, including changing how...

They are also more anxious about inflation.

The Securities and Exchange Commission is proposing a new rule and rule amendments under the Investment Advisers Act of 1940 aimed at bolstering advisory industry succession planning. 

If the pension plans included in the study, sponsored by NAREIT, had reversed their REIT and hedge fund allocations over the 1998 through 2014 period, at the end...

A federal lawsuit alleges actions taken by fiduciaries resulted in losses exceeding $5.9 million to the Triple T Transport Inc. Employee Stock Ownership Plan.