News

Biggest financial worries: unemployment, student loans, and whether Social Security will be adequate. Here comes Generation Z.

BlackRock shuttered several funds in its exchange-traded fund (ETF) line, including 10 target-date ETFs.

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.

CAPTRUST Financial Advisors, an independent retirement plan advisory network, announced the opening of a new office in Columbia, Missouri, and the hiring of two financial advisers.

TIAA-CREF launched PlanFocus, a new website for retirement plan sponsors.

Inability to repay student loans may affect the financial security of a small percentage of retirees, according to a report by the Government Accountability Office (GAO). 

Exchange-traded fund (ETF) investment strategist iSectors LLC says its Post-MPT Growth Allocation product is now available as a collective investment fund (CIF) for tax-qualified, employer-sponsored defined contribution (DC)...

When 401(k) plan participants traded their investments in August, they favored fixed-income funds over equity funds for 65% of the trading days, according to Aon Hewitt.

Financial advisers looking to purchase or merge with another practice must implement some key best practices to ensure the acquisition is successful, according to NFP Advisor Services.

A company CEO’s signature authority for payments from the company’s bank account may make him an Employee Retirement Income Security Act (ERISA) fiduciary.

National broker/dealer Securities America has partnered with Medicare BackOffice to deliver licensed Medicare advice to individuals within the retirement planning context.

From New England and the Great Lakes to the farthest South, here’s where to find trees showing off their fall color, according to TripAdvisor’s survey of the top...

Edmund F. Murphy III has been named president of Great-West Financial’s combined retirement organization, integrating the businesses of Great-West Financial, Putnam Investments and J.P. Morgan Retirement Plan Services.

The retirement and benefit consulting firm USI Consulting Group has begun offering retirement planning and consulting services that include guaranteed lifetime income solutions for defined contribution (DC) plan...

Invesco PowerShares Capital Management, LLC listed the PowerShares LadderRite 0-5 Year Corporate Bond Portfolio (LDRI) on the NASDAQ.

Regulation may be slowing the push for alternative investments by retirement plans and other institutional investors, Cerulli Associates finds.

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system.

John O’Leary has joined Benetech Inc., a third-party administration (TPA) firm supporting advisers in the small- and mid-size retirement plan market, as a regional pension consultant.

BBB-rated corporate bonds merit important consideration in the asset allocation of pension funds implementing liability-driven investing (LDI) strategies, Standish Mellon Asset Management contends.

The emergence of digital technology and increasingly connected investors has the potential to unsettle the dynamics of the financial advice industry, according to a Celent report.