With the affiliation of John Carroll and his new company, Wellspring Advisor Group LLC, Pensionmark Retirement Group has opened its first office in Louisiana.
A new fiduciary certification workshop by the Centre for Fiduciary Excellence will be offered free at the Santa Monica office of Dimensional Fund Advisors LP.
The Center for American Progress contends millions of Americans are in danger of not having enough money to maintain their standard of living in retirement, and the problem...
Lockton Affinity announced it has selected Beazley Syndicates at Lloyd’s of London as the professional underwriting carrier for its national registered investment adviser (RIA) liability program.
The London Stock Exchange Group says it intends to sell the investment management portion of Russell Investments, while keeping Russell’s lucrative indexing business.
Merrill Lynch and the University of Southern California Leonard Davis School of Gerontology announced a training program that provides insight into the opportunities and challenges of increasing longevity.
A case heard in federal appeals court this week asks whether increasingly common pension risk transfer moves by large corporate plan sponsors are putting retirees at increased risk.
Boutique investment advisory and consulting firm Cafaro Greenleaf has launched ERISA 3(21) and 3(38) investment fiduciary services in response to strong demand.
A new report from Kasina finds institutional asset managers, fund providers and insurers view the financial advisory industry as an area with strong growth potential.
The launch of ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important retirement industry materials.
An Ameriprise study polling the first wave of Baby Boomer retirees finds health and emotional preparedness are keys to a successful start to retirement.