News

New hires and promotions at Hamilton Capital Management, SEI, Fiduciary Investment Advisors and more.

Word is this Super Bowl will be Broncos quarterback Peyton Manning’s last game before retiring.

Households oppose changing tax incentives for retirement saving, says an ICI survey.

DC plan sponsors need to be educated to overcome myths and fears about including guaranteed income options in their plans.

Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities. 

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared better than those who didn’t.

Small business owners are looking at retirement plans to replace health benefits as an attraction and retention tool.

The adviser-as-portfolio manager approach to client service can be a real differentiator, but it can also hamper a firm with significant liability and serious amounts of legwork. 

Even five-star hotels aren’t free of millions of swarming germs. Hint: watch out for that TV remote.

The International Association of Machinists National Pension Fund and its board of trustees are facing a lawsuit.

Millennials are doing a good job of putting aside savings, but retirement is not the top reason.

 

2015 was the first calendar year since 2008 that institutional investors overall had a negative return.

Far and away the most financially stressed generation of U.S. investors, Gen X is clearly a good target for advice. 

A new cut of the Fidelity RIA Benchmarking Study shows many in firm leadership positions struggle to understand and articulate practice value. 

The Republican-dominated House of Representative’s ongoing effort to halt the Department of Labor’s fiduciary rulemaking is starting to look a lot like its previous attempts to gut the...

Money issues are sensitive, especially for couples.

Most pre-retirees and retirees surveyed said they would not have been as financially successful without a formal written retirement plan.

Any discussion about improving lifelong financial security should include discussions about managing student loan debt, researchers conclude.

The firm has launched a redesigned Workplace Retirement site.