News

Retiring with mortgage debt is becoming much more common.

Karen Damaso has joined UBS Wealth Management America to support new business development initiatives in the equity compensation services division.

American Independence Financial Services LLC rolled out the Risk-Managed Allocation Fund, an exchange-traded fund (ETF) that seeks long-term growth and is available in three share classes.

A rising equity glide path helps retirees sustain a greater income during their retirement years, a study suggests.

Generation X employees are more concerned than their younger and older counterparts about having enough saved for retirement, according to a new study by LIMRA.

The Financial Industry Regulatory Authority (FINRA)’s board  approved a proposal requiring brokers to disclose compensation paid as an incentive to move to a new firm.

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.

A recent study found individuals with $200,000 or more in investable assets said market volatility has motivated a desire for a balanced investment approach.

Word that the Department of Labor (DOL) is stepping up its enforcement is being backed up by the number of actions being announced.

Traditionally, benefit plan committees oversaw administration, investments—everything to do with sponsoring and administering an employer-sponsored plan.

Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.

Plan sponsors have learned their roles for Act I of the retirement readiness program, so now it’s time for Act II.

Compliancedashboard has expanded its interactive software to cover an employer’s compliance obligations when sponsoring a 401(k) plan.

USI Consulting Group has named Gerry de Labry as vice president, Retirement Services.

John Hancock Retirement Plan Services (RPS) announced the John Hancock Partnership Program.

“While we as advisers understand a lot of pieces of the puzzle, the plan sponsor doesn’t,” Keith Gredys, CEO and president of Kidder Benefits Consultants Inc., told attendees...

Ameritas Investment Corp. has selected National Financial to serve as the sole clearing and custody provider for its broker/dealer brokerage services.

Many retirement plan participants, especially those with lower incomes, are overwhelmed by projections of how much they need to save, and they feel powerless to do anything about...

Fidelity Investments has named Damon Dunkel as vice president of Managed Accounts, effective August 2013.

Pet owners, small-business owners and moms are enthusiastic users of iPads, research found.