News

The risk alert addresses business continuity and disaster-recovery planning for investment advisers. 

Most active investors expect the S&P 500 to remain stable or rise more than 100 points by year-end, according to a recent Fidelity Investments poll.

Participants say day-to-day expenses stand in the way of retirement savings, and Putnam Investments is responding with access to financial wellness services.

A question often heard from financial advisers is, “How can I help the teachers in my town with their retirement needs?” The answer is not always a simple...

Pinnacle Plan Design LLC, a retirement plan design and administration services provider based in Tucson, Arizona, has hired Lynn M. Young to head up its new Phoenix practice.

Principal Real Estate Investors has launched Retirement REdirect, a customizable commercial real estate strategy for defined contribution (DC) and defined benefit (DB) plans.

A new report suggests the United States can learn some good lessons about retirement from other countries.

A recent webcast, hosted by State Street Global Advisors (SSgA), addressed how plan sponsors can help participants transition from saving for retirement to focusing on retirement income strategies.

The Department of Labor’s (DOL) Employee Benefit Security Administration (EBSA) has released Form 5500 data from 2011.

A federal district court has given the green light to certain claims that fiduciaries to Weyerhaeuser Company’s pension plans breached their duties by overinvesting the plans’ assets in...

Hennion & Walsh Asset Management, an investment services provider, has released its SmartTrust, Rising Interest Rates Hedge Trust, Series 1.

Research by the Economic Policy Institute finds many people are ill-equipped for retirement.

A recent survey by the Big Ten Network revealed factoids about the multi-tasking fans do while watching college football.

A poll of consumer preferences found that consumers in financial distress most prefer reaching out to a qualified professional.

Andy Gorbenko joined Great-West Financial as regional sales director for downtown Los Angeles and west Los Angeles County. 

John Hancock Funds changed its name to John Hancock Investments.

While generations of consumers learned important lessons following the 2008 financial crisis, a survey finds Gen Yers have learned more and have taken the most positive actions post-crisis.

Peter Corippo, a former pension chief investment officer, has joined Russell Investments as a senior strategist.

Brett Schneider was named chief financial officer, and Tim Robb has been appointed general counsel at NFP National Financial Partners (NFP).

Travis Pruit has joined Mercer as a principal in its Investments business in Portland, Oregon.