News

CLS Investments, an investment adviser in Omaha, has upgraded its (k)Star program.

An analysis from Hartford Funds finds U.S. investors are largely unaware of emerging digital financial advice models, and even practicing advisers don’t have much knowledge on the subject.

Some back-pocket phrases—holistic, retirement readiness and glide path—may seem tired not just to retirement plan participants, but even to retirement plan advisers themselves.

Most employees participate when offered access to a defined contribution retirement plan, but a strong majority also cite worries and ignorance about tough investing topics.

Many clients will fire an adviser that doesn’t return phone calls same day, according to research from Spectrem Group, but that’s far from the only client concern.

The DCIIA has released a FAQ document about new regulations for qualifying longevity annuity contracts in retirement plans.

The new Gibraltar Ventures organization will explore, develop and invest in new strategies to advance retirement and financial security, according to Prudential.

Chicago-based institutional retirement and investment consulting firm Blue Prairie Group added Jere Cowden and Mark Muto to its network of retirement specialist consultants.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all retirement savings actions.

Fewer retirement plans offer employer stock and fewer plan participants hold concentrated company stock positions in their retirement savings accounts, finds a new analysis from Vanguard.

The Securities and Exchange Commission (SEC) may soon require investment advisers to create transition plans.

After 13 years and a number of court opinions, all granting relief in the plaintiff’s favor,...

While institutional investors are optimistic about equities in 2015, their outlook is tempered by market risks that are difficult to predict and control.

November inflows totaled nearly $53 billion for stock and bond funds, according to Strategic Insight’s monthly fund review.

An annual Fidelity survey shows just 31% of Americans are considering a financial resolution to mark the New Year, despite the positive impact such resolutions can have.

College faculty and staff are better prepared for retirement than the general population, a survey finds.

Many retirees find the retirement life brings more satisfaction and less worry than they anticipated, MassMutual says in a survey report.

The biggest challenge for retirement plans offering managed account services to participants is creating simplicity out of increasing complexity, says Cerulli Associates.

Responding to a request for information from the DOL, most industry groups said they believe no further regulation is necessary to govern use of brokerage windows in retirement...

A brief submitted by the U.S. Solicitor General to the United States Supreme Court argues in favor of plaintiffs in Tibble v. Edison International—a case that could have...