News

A recent analysis from Gerstein Fisher challenges the notion that mutual fund managers don't have as much incentive to outperform as peers running other fund types.

Witnesses at a Senate hearing discussed Social Security reforms that could boost potential retirement income for workers.

Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does a real disservice to investors. 

Roth IRA balances grew at twice the rate of traditional individual retirement accounts (IRAs) between 2010 and 2012, according to a new analysis from the Employee Benefit Research...

Open architecture and an uptick in the use of co-fiduciary services are changing the landscape for investment firms, according to Retirement Research Inc.

Witnesses for a hearing about women’s retirement security advocated for Social Security improvements, expanded retirement plan access, and plan design changes.

John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k) Plan Platform.

Market volatility and questions about interest rates have brought asset allocation and portfolio management to the forefront for financial advisers, according to a Fidelity Investments survey.

Even though the cost of travel is up from last year’s figures, bookings are also up, according to an American Express Travel survey.

About a quarter of working Americans have a nest egg balance of zero, according to a survey from COUNTRY Financial, due in large part to stagnant wage growth.

M Financial Group, a financial services distribution company based in Portland, Oregon, has added J.P. Morgan Asset Management’s Retirement Link plan offering to its retirement plan platform.

More employers are recognizing employees need financial education programs to help them deal with financial challenges.

Erinn Ford has been appointed president of Cetera Financial Advisors.

American's retirement readiness levels are not as bad as some predictions make them out to be, according to a Towers Watson report.

Curtis L. DeYoung squandered more than $22 million of investor funds on high-risk investments, the Securities and Exchange Commission (SEC) said in a statement.

The Retirement Advantage, Inc. (TRA), a third-party administrator (TPA), is restructuring how it serves clients.

The Center for Fiduciary Excellence (CEFEX) expanded its adviser certification test to include more data security questions, reflecting the industry’s heightened awareness of cybersecurity threats.

Caveats included in pension benefit statements provided by Ford Motor Company saved the company from liability in a recent court case.

The majority of final Form 5500s reviewed during a recent Internal Revenue Service (IRS) compliance assessment contained errors, many related to undistributed assets.

For first quarter 2014, target-date funds were muted in terms of performance amid healthy cash flows into the funds, says Ibbotson Associates Inc.