News

A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.

Investors paid lower average expense ratios for equity mutual funds in 2013, says a report from the Investment Company Institute (ICI).

Employees are recognizing that their financial vulnerabilities are most likely resulting from factors they can control rather than external factors such as the economy or stock market, a...

Target-date funds are the most popular asset allocation strategy, especially for women, according to data from MassMutual’s Retirement Services Division.

The world of social media is constantly evolving, and to successfully market yourself to plan sponsors using social media, you must evolve with it.

Showing plan participants how well and how much their best-performing peers save is highly motivating, Putnam Investments finds.

Retirement Clearinghouse LLC (RCH) introduced an Internet-enhanced, comprehensive search service to locate missing retirement plan participants.

Small business owners and human resources staffers can save nearly $1,000 in waived 401(k) plan startup fees through a promotion from ShareBuilder 401k to mark Small Business Week.

Larry Roth will take over the senior management team of Cetera Financial Group, replacing Valerie Brown, longstanding head of Cetera and its predecessor broker/dealer firms.

More corporate and institutional clients are seeking investment consultants and financial advisers with expertise in liability-driven investing (LDI), says a report from Cerulli Associates. 

The Internal Revenue Service (IRS) is seeking comments about the definition of real property for real estate investment trust (REIT) investments.

The Internal Revenue Service (IRS) is providing penalty relief for certain late filers of Form 5500.

The use of exchange-traded funds (ETFs) by institutional investors is increasing, a study finds.

Plan sponsors need to understand key issues as they meet their fiduciary obligations in this changing world, Bob Collie of Russell Investments says.

Affluent investors surveyed by Legg Mason identified the decisions they made that have had a positive impact on their investment success.

Average investors are showing renewed confidence and have set aggressive investment targets, according to Natixis Global Asset Management, but outlooks for retirement remain depressed.

In an open letter to the Department of Labor (DOL), the RAC contends the regulator’s proposed methodology for assessing the impact of 408(b)(2) fee regulations is flawed.

Global asset management firm Schroders hired Marc Mayer to lead its institutional business initiatives in North America.

Compliance consulting firm Lexington Compliance launched a registered investment adviser (RIA) registration service to help clients establish and manage new independent financial services firms.

Financial planning technology provider OMYEN Corp. recently upgraded its Social Security Maximizer software and will provide free training on maximizing benefit payments from the federal program.