News

Lincoln Financial Network, the retail sales and planning affiliate of Lincoln Financial Group, appointed Greg Smith as managing principal of Lincoln Financial Advisers Corporation.

MassMutual Northern California hired Douglas W. Van Order as the Sacramento, California-based financial services agency’s next general manager. 

Nearly three out of four workers likely to be focused on retirement savings have access to an employer-sponsored retirement plan, according to an updated study released by the...

Financial services corporation Securian Retirement unveiled a no-cost fee benchmarking service.

A report from the Office of Inspector General for the Department of Labor (DOL) shows concern about the use of alternative investments in retirement plans.

Asset management service provider BMO Global Asset Management established a new website aimed at organizing all of the investment, recordkeeping, trust and custody services offered by the firm.

Fewer investors are contributing anywhere near the maximum to retirement accounts, which means an opportunity for advisers to educate plan participants about investing during a tough economy.

VisionPoint Advisory Group joined LPL Financial’s suite of broker/dealer and hybrid registered investment adviser (RIA) platforms to support its commission and private client fee-based business.

Nearly three out of four workers likely to be focused on retirement savings have access to an employer-sponsored retirement plan, according to an updated study released by the...

Households without employer-sponsored defined contribution (DC) plans or individual retirement accounts (IRA) had lower incomes and paid less taxes than peers with access to such plans, a study...

They don’t have it, don’t need it, say it’s too expensive: Stubborn minority refuses to go online.

Three out of four advisers employ at least one social media platform to engage clients and pursue new business, according to a recent Putnam Investments survey.

Technology-based rollover and financial planning services provider Wealth Management Systems Inc. (WMSI) has acquired S&P Capital IQ’s Financial Communications business.

Rising interest rates and the expectation for the Federal Reserve to begin tapering off its bond-buying stimulus program do not necessarily imply diminishing returns for fixed income securities.

Small companies (10 - 499 employees) face retirement plan coverage and participation, as well as employee retirement readiness, challenges, a report suggests.

Total U.S. retirement assets were $20.9 trillion as of June 30, according to a recent analysis from the Investment Company Institute (ICI).

Periods of depressed performance and significant volatility should not scare portfolio managers and their clients away from emerging markets, especially when a bottom-up investment approach is used to...

An increasing portion of the work force is older than age 60, but this is not negatively affecting workforce productivity.

American United Life Insurance Company (AUL), a OneAmerica company, has launched an asset-allocation program for participants called OnePath Portfolios.

It can make good sense for an adviser to share plan responsibilities when it is likely to lead to improved outcomes or reduced costs.