News

LPL Financial LLC is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners.

Workers in Generation Y want advice on budgeting, saving and how to manage student loan debt, says TIAA-CREF, but they aren’t necessarily eager for professional advice.

A new study finds many U.S. employers are replacing single, stand-alone investment options with multi-manager, “white-labeled” choices that can be easier for participants to use and understand.

Nationwide announced enhanced retirement plan services to help advisers be more efficient.

TIAA-CREF launched the TIAA-CREF Lifecycle 2060 and Lifecycle Index 2060 Funds, as well as the TIAA-CREF Emerging Markets Debt Fund.

Retirement investors are, for the most part, willing to sacrifice some overall returns to secure more predictable portfolio outcomes, according to Natixis Global Asset Management.

Finders, minders and grinders are all critical members of successful retirement plan service teams, and growing an advisory practice will require all three skill sets working in concert.

The formula behind successful firm marketing and public relations in the retirement planning industry includes a combination of authenticity, clarity and consistency.

Retirement savers are often presented with a simple message on portfolio allocations: rebalance regularly. But one investment provider wants you to think deeply about rebalancing.

Renowned fixed-income manager William H. Gross is leaving PIMCO, the company he co-founded, to join Janus Capital Group.

Bill Gross, PIMCO’s founder and CIO, caused serious waves in the investment industry when he announced his decision to join Janus Capital Group.

A recent survey of investment consultants, conducted by Cerulli Associates, shows that they are actively increasing U.S. institutional investors’ level of exposure to alternative assets.

Some subsets of Millennial investors are just as likely as their parents to seek professional financial advice, according to new research from Phoenix Marketing International.

Investment management firm AllianceBernstein L.P. announced three new hires to its defined contribution team.

In a time when corporate merger activity is benefiting CEOs and shareholders, but creating few jobs, Bloomberg TV host Trish Regan asks how to make growth benefit more...

The U.S. retirement plan landscape has moved from a defined benefit (DB) to a defined contribution (DC) approach, and now it is moving to an “undefined” contribution system, one Treasury...

Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4 trillion measured on March 31.

A new study suggests it is a lack of awareness among college students and young professionals, not a lack of interest, which has led to the advisory industry’s...

Three out of every five (60%) parents struggle to help with their kids’ homework, according to a recent survey.

Kris Krikorian joined Pentegra Retirement Services as a regional director for qualified plan sales.