News

Peter Stephan and Jim Norman have joined QBI LLC, a provider of administration and consulting services for qualified retirement plans, to lead business development in Orange County, California.

Ever heard of a QDRIA? You might, if income solutions become an integral part of defined contribution (DC) plans.

More Americans want financial advice, especially about retirement: A substantial majority (86%) sought out retirement-related advice, a study finds. 

Financial analytics firm Cerulli Associates finds that nearly four in 10 (37.5%) exchange-traded fund (ETF) providers anticipate strong growth for taxable bond asset class ETFs.

Current workers should factor uncertainty about labor market outcomes into their retirement planning, a research paper concludes.

DALBAR Inc., which provides evaluation and accreditation of retirement plan service providers, has rendered a positive opinion on the methodologies used by the AXIS Retirement Analytics Platform.

Independent Financial Partners (IFP), a hybrid registered investment advisory (RIA), has hired Louis Hanna as its new director of recruiting.

An optimistic view of U.S. retirement preparedness depends crucially on assumptions about behavior that may not reflect real world activity, researchers suggest.

The Internal Revenue Service (IRS) will host a webinar about defined benefit plan issues on September 18.

Ownership of retirement accounts fell in 2013, but median and mean values of retirement accounts rose substantially, according to a Federal Reserve Bulletin.

Two-thirds (66%) of Generations X and Y have not calculated how much they need to save for retirement—and only 19% work with a financial adviser. 

Aspire Financial Services launched an enhanced 403(b) enrollment and client service portal.

Mercer Investments is adding four senior investment professionals to its staff to provide additional client support across the firm’s North America regions.

The Guardian Life Insurance Company of America says more than eight in 10 (81%) of its financial representatives regularly engage with clients  and prospects on social media channels.

Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

Participants of retirement plans sponsored by Acme Building Brands Inc., a subsidiary of Berkshire Hathaway Inc., have sued their employer over changes to benefits.

Retirement plan participants and other long-term investors should favor low-volatility stocks over riskier equities, according to a new analysis from Research Affiliates LLC.

An individual departing the workforce today will see out-of-pocket health care costs grow 7% annually throughout retirement, an analysis from J.P. Morgan Asset Management suggests.

Merger and acquisition (M&A) activity remained healthy in the registered investment adviser (RIA) industry during the first half of 2014, according to research from Schwab Advisor Services.

The LIMRA Secure Retirement Institute (SRI) estimates that 1.5 million people will retire annually from now until 2025, creating significant demand for advice on spending and investing in...