News

Fiduciary Investment Advisors (FIA) announced a series of promotions within the firm’s retirement consulting business.

Sustainable investing firm Calvert Investments launched an application to increase awareness around global water challenges and investment opportunities.

Research from the Investment Company Institute (ICI) shows a strong majority of Americans owning individual retirement accounts (IRAs) have developed a sophisticated retirement income strategy.

The Securities and Exchange Commission (SEC) released twin recommendations advising Congress to align adviser and broker/dealer fiduciary standards and exact “user fees” from SEC-registered advisers.

Involving family members in retirement planning brings peace of mind, according to a survey on how families approach future financial needs.

A federal court ruled a business owner violated prohibited transactions rules in creating a limited liability company (LLC) with assets from his individual retirement account (IRA).

I learned one of my favorite words when I was living in Louisiana: lagniappe. It refers to a small gift a merchant gives a customer when they buy...

Data from the quarterly Allstate/National Journal Heartland Monitor Poll reveals many Americans are falling behind on key retirement savings goals.

LPL Financial LLC added the Millennium Trust Company’s automatic rollover solution to its Worksite Financial Solutions retirement planning services platform.

Access to financial planning and financial wellness resources is important to enjoying a comfortable retirement.

The financial software developer launched The Enterprise Retirement Planner, which allows advisers to generate and distribute personalized retirement plans and produce plan sponsor scorecards.

The firm hired Michael Davis as director of institutional sales.

Mercer and the Stanford Center on Longevity released the first article in a series on the challenges facing workers and employers in generating retirement income.

A new survey finds a positive attitude about retirement positively affects savings habits and results.

The Department of Labor (DOL) has filed a lawsuit in U.S. district court to recover plan assets from the fiduciaries of Omni Resources Inc., a Milwaukee-based information technology...

Financial services consultants expect 18.5% of assets under management in 2016 will come from outsourced chief investment officer (OCIO) engagements, up from 12% in 2012.

Three retirement research and education firms released a business diagnostics report providing guidance on how to build a successful group retirement advisory practice.

More American workers (78%) would rather receive a great holiday gift—monogrammed tote, apparel or gourmet treat—than have an office party, a survey found.

A federal appeals court ruled certain benefit enhancements adopted within a pension plan are protected accrued benefits under the Employee Retirement Income Security Act (ERISA).

Millennial women show strong interest in personal finance but often lack the confidence to take action alone on investment decisions, a study shows.