News

Sean Taylor has joined Deutsche Asset and Wealth Management (DeAWM) as head of Emerging Market Equities.

An investment adviser has been ordered to restore plan losses, incentive fees and penalties for several employee benefit plans.

Most consumers (98%) who are married, partnered or have dependents, lack enough life insurance coverage to replace their income, according to a survey by Nationwide Financial.

The Enhanced Trading and Rebalancing (ET&R) platform from LPL Financial LLC lets advisers manage portfolio trading activity across multiple client accounts.

The retirement plan adviser – deans of diversification, masters of money management, and… psychologist?

Several regulators, including the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) issued advice on business continuity and disaster recovery planning. 

The consulting firm formerly known as Primoris Benefit Advisors has re-branded as Odyssey Advisors.

Unmarried people living alone, both women and men, are likelier to rely on Social Security to stay out of poverty than those living with families.

By institutionalizing their defined contribution (DC) plans, plan sponsors can give their participants better retirement outcomes, a paper contends.

Many employees had to retire before they planned, a survey found.

Employees today are less likely to expect Social Security in retirement, according to findings from the Employee Benefit Research Institute (EBRI).

Carl Dekle has joined Plan Sponsor Consultants LLC as senior vice president.

CAPTRUST, an independent retirement plan advisory firms, has acquired Cambridge Financial Services, an institutional investment advisory firm in Greenwich, Connecticut. 

ERISA attorney Philip J. Koehler has launched ERISA Fiduciary Administrators LLC (EFA).

Most employees accept responsibility for financing retirement and rely on 401(k)s to get there, but many lack confidence in their ability to manage their retirement accounts effectively.

The Dietrich Pension Risk Transfer Index, which tracks the relative attractiveness of annuitizing pension liabilities, slipped to 92.66 as of August 1.

Less commuting, more walking, diversity and being closer to shopping are on people’s wish lists for a residential setting.   

Women lag behind men in retirement saving, according to a report from Aon Hewitt.

 Jonathan Brooks has joined UBS as a sales director to support new business development initiatives. 

Fred Hamsayeh joined the Riverside, California, office of Retirement Benefits Group.