News

A stronger economy means many would-be homeowners are thinking seriously of buying that first home. Which states have the most first-time homebuyers?

Environmental, social and governance investing has great value, Calvert attests.

Jefferson National survey dispels the belief advisers are only offering the technology to younger investors.

Brand trust is the leading driver of mutual fund purchase consideration, according to research from Cogent Reports.

Studies reveal that while Social Security benefit statements increase individual’s knowledge of how much they can get and when, it has not changed claiming behavior.

The agency says $108,000 in fringe benefit contributions were not forwarded to the Brunk Industries Contractors and Employees 401(k) Plan.

Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12 403(b) plan sponsors from consolidating vendors and improving...

With Tuesday’s deadline to submit comment letters about the fiduciary proposal, announcements came from many organizations.

The firm wants to make it easier for participants to interact with their retirement plan websites.

Going forward, individually designed retirement plans may only receive a determination letter for initial plan qualification and for qualification upon plan termination.

LPL has established a relationship with Ramsey Solutions to offer SmartDollar to LPL retirement plan advisers and plan sponsors.

PBI Bank will no longer serve as a trustee or service provider for any plan covered by ERISA, with a few exceptions.

However, only 26% of Americans surveyed report they work with an adviser.

Sixty-eight percent say helping employees accumulate income for retirement is the primary goal of their plan.

International equity offerings attracted nearly $25 million for the month.

More than a third say their adviser’s recommendations have boosted their investments substantially.

Schwab’s 2015 RIA Benchmarking Survey finds 42% of RIAs have doubled their revenues since 2009.

In the wake of David Tyrie’s move to a different unit, Bank of America has announced a number of staff changes.

Fixed indexed annuity sales increased 24% in 2014 to $48 billion.

Eight comment letters to the DOL address SIFMA’s concerns about the fiduciary redefinition, including what it sees as an unfair position on commission-based accounts.