News

Senator Johnny Isakson has introduced legislation designed to foil the fiduciary rule and amend the Employee Retirement Income Security Act.

The IRS has been accused of mismanagement of its VCP program.

Automated investing service Betterment has introduced account aggregation for all customers.

Employers increasingly view managed accounts as a powerful talent attraction and retention tool.

Only about one-quarter of Generation X is highly confident they will have enough money to support themselves throughout retirement.

The company has partnered with Heartland Payment Systems, Inc.

Researchers created a 15-year database of advisers from FINRA’s BrokerCheck.

Sometimes it just takes a little insight to dispel a lot of fear and uncertainty—especially when it comes to financial planning and the future cost of health care. 

Participants who engage with a financial professional have better results than those who just use online tools.

Introducing the expansive 2016 Guide to Retirement, JP Morgan researchers cited ample evidence that 7% or 8% annual return assumptions will not hold in coming years and decades. 

Voya Financial Advisors expands adviser services with an Advanced Planning Program.

Can advisers predict which investors are more likely to sell in market downturns?

Half are positive about their financial futures, up from 46% a year ago.

More than half of medium and small-sized asset managers (less than $100 billion in assets under management) report they are “still cleaning and trying to understand their big...

More than three quarters view ill health as the largest barrier to a secure retirement.

The Pension Benefit Guaranty Corporation announced an agreement that restores two pension plans to The Renco Group Inc., a private investment holding company based in New York City.

New hires, promotions and deals at Delaware Investments,  RTD Financial Advisors,  SEI  and more.

Retirement wealth has not grown fast enough to keep pace with an aging population and other changes.

Less than two-thirds of Americans interviewed are confident they are saving enough for retirement, down from 72% in 2015.

Through the ASAE Retirement Trust, organizations gain access to institutional pricing that’s often out of reach for many associations and nonprofit organizations, the company says.