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The integration also helps streamline the enrollment process.

The new service is being offered in partnership with Envestnet Retirement Solutions.

A survey found the two tied as the most commonly used resource for helping with investment allocation among 401(k) participants.

The suit alleges a law firm president and owner caused the company’s retirement plan to loan thousands of dollars to real estate deals he controlled.

Willis Towers Watson says delegation, i.e. turning over certain functions to a third party, isn’t a simple outsourcing solution.

The DOL alleged that James Brunk and Brunk Industries Inc. failed to collect prevailing wage employer contributions for the employees’ 401(k) plan provided by government contracts for work...

Mitchem leaves State Street for Wells Fargo; Manning & Napier CEO Retires; Aberdeen Appoints Head of Distribution.

T. Rowe Price has introduced three new equity funds that use a quantitative management style to select the stocks they hold. 

Candidates should focus on averting elderly poverty, health issues of the elderly and eliminating ageism, among other things, says Ken Dychtwald, CEO of Age Wave.

Northern Trust survey finds investment managers are more positive on the U.S. economy, but some trepidation remains with regard to the European and Asian markets.

More than half of advisers polled think the DOL regulation will help their businesses by levelling the playing field on retirement advice and eliminating competition.

Americans are the most concerned about retirement costs and the least worried about credit card debt, a study finds.

The Behavioral Finance Advice program combines psychology and neuroscience with traditional financial practices, according to Kaplan Financial Education and think2perform. 

The webcast will address treatment of different types of employees ways to fix universal availability errors, among other things.

As an advocacy group for retirement plan service providers and investment managers, the SPARK Institute has been at the center of the debate over the Department of Labor’s...

A given financial adviser’s response to the final fiduciary rule from the Department of Labor may have more to do with the adviser’s brokerage platform provider than their...

The new FinLife Partners organization will offer an all-in-one approach to practice management support services for financial advisers. 

The MyRIACompliance program from RIA in a Box now includes updated compliance and automation software supporting registered investment advisers.  

Retirees surveyed stressed to pre-retirees the importance of professional financial advice when planning for retirement.

Morningstar and Redtail Technology announced an agreement to add Redtail's CRM functionality to Morningstar Office for financial advisers.