News

Small-business’ equity is rarely as liquid, or even as valuable, as its owner expects, especially when one needs to cash it out quickly. 

Millennials feel hopeful about retirement, despite the fact that many of them haven't saved at all or don't know their net worth.

A lawsuit filed by the Labor Department in 2015 alleged City National Corp.'s payments to its own staff to administer its 401(k) led to excessive fees for plan...

Retirees and pre-retirees can work with a financial professional to examine the effect of inflation on their retirement.

A new partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants is aimed at helping advisers streamline fiduciary, recordkeeping and compliance services through one scalable platform.

Senators are concerned that advisers won't work with smaller accounts because of new legal liabilities associated with the fiduciary rule. 

iraLogix says it is pushing forward on a web-based IRA recordkeeping services platform to extend affordable IRA options to all retirement investors, regardless of account size.

Employees are also worried about not being able to retire at the age they want and being laid off, according to a PwC survey.

The latest update to the MoneyGuidePro software is a direct response to the Department of Labor’s final fiduciary rule. 

The agency is offering its “Getting It Right – Know Your Fiduciary Responsibilities” seminar in five locations.

The new Wilshire Wealth Management Platform is powered by VestmarkONE. 

An attorney says the final fiduciary rule has addressed most concerns, particularly when it comes to education.

Many are looking forward to it with excitement.

Americans may be increasingly eager to save according to some measures, but that doesn’t mean they’re excited about earmarking dollars for retirement, or that people are widely committed...

Many wealthy families avoid discussing money and inheritance, a survey finds.

Lawmakers say the bill "ensures that Congress is raising premiums only if and when it is appropriate.”

The new EZ IRA retirement savings platform helps companies provide payroll-deduction IRAs to their workers.

Empower Names EVP of Operations; Insight Investment Names Co-Head of Consultant Relations Team; Lincoln Names Director of Consultant Relations; and more.

John Hancock Retirement Plan Services has created a national day of recognition for financial advisers, celebrated this year on April 18.

Great-West Investments is a newly created organization within Great-West Financial.