News

MFS Investment Management has released the MFS Managed Wealth Fund, a flexible equity fund that seeks to provide capital growth with moderate volatility.

Whether a target-date fund (TDF) series is considered “to” or “through” retirement is not the appropriate basis for determining its peers for comparison, contends Cammack Retirement Group.

Unlike traditional individual retirement accounts (IRAs), contributions are the predominant way investors open Roth IRAs, according to a new Investment Company Institute (ICI) analysis.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

Target-date funds (TDFs) are an important tool for workplace retirement investors, says Steven Anderson, of Schwab Retirement Plan Services, but more efficient methods of delegated lifecycle investing are...

When it comes to retirement plan fees, recent regulatory changes and litigation have highlighted the importance of plan sponsors and fiduciaries ensuring that such fees are reasonable.

No more exceptions: Advisers who are members of the National Association of Personal Financial Advisors (NAPFA) cannot accept compensation in any form from any source other than their...

BrightScope released a report on the latest trends in target-date funds (TDFs) that showed that in 2013, fees declined, assets rose and new TDF series were introduced to...

The economic cost of maintaining liability for a defined benefit (DB) pension plan in May remained level at 108.7% of the same liability, according to the Mercer U.S....

The U.S. Supreme Court this week ruled employee stock ownership plan (ESOP) fiduciaries are not entitled to a presumption of prudence for keeping company stock in the plans,...

The London Stock Exchange Group (LSEG) announced its proposed acquisition of the Frank Russell Company from Northwestern Mutual and other, minority shareholders.

Pam Popp will join Lockton as president of retirement services operation, effective September 2.

The Financial Industry Regulatory Authority (FINRA) backed off its proposal requiring broker/dealers to disclose financial incentives to move to a new firm.  

Same-gender couples with children are emerging leaders when it comes to family financial stability and successful long-term planning, according to a new analysis from financial services provider Allianz.

Northern Trust Asset Management has named Mamadou-Abou Sarr as global head of Environmental, Social and Governance (ESG) Asset Management.

The global investment picture continues to strengthen at midyear 2014, despite first quarter setbacks, with stronger performance in developed economies and persistent low inflation predicted.

Registered investment advisory firm Redhawk Wealth Advisors has partnered with online investment advice provider Jemstep to deliver digital investment advice solutions under the Redhawk Online Advisor brand.

The relative attractiveness of annuitizing pension liabilities fell for the second month in a row, according to Dietrich & Associates, Inc.’s Pension Risk Transfer Index.

Half of defined contribution (DC) participants plan to work in retirement, according to State Street Global Advisors (SSgA).

The travel site TripAdvisor has unveiled the winners of its Travelers’ Choice awards for attractions, highlighting the top landmarks and parks in America and around the globe.