News

Employees are learning more about retirement through social media, a survey found.

Even with a majority of financial advisers agreeing that retirement planning is a major part of their business, conflict persists over how to track retirees’ success in meeting...

The adviser site at OppenheimerFunds has been enhanced with new features and additional ways to compare funds and judge performance.

New York Life Retirement Plan Services is giving its plan sponsors access to the LPL Financial Retirement Partners’ Worksite Financial Solutions platform. 

Brian Campbell and Martin Campbell have been added to Reliance Trust Company’s retirement strategies group.

A new study has identified common practices for plan success in defined contribution (DC) retirement plans around the world.

Franklin Templeton Investments has named Drew Carrington as senior vice president and head of Defined Contribution (DC), Institutional.

Fidelity Investments said it would readjust glide paths and asset-allocation strategies for its Freedom Fund product line in an attempt to improve...

Social networks are rising in popularity, and texting is so habitual that a majority think it’s OK to do so while on a date.

Increased wealth and an expanded presence in the workplace have not helped married affluent women to feel more confident about investing and long-term financial planning.

The investment arm of New York Life has agreed to buy Dexia Asset Management for EUR 380 million ($512 million), expanding its reach in Europe and Australia.

Sixty-five percent of workers recently polled participate in a 401(k), IRA, or other comparable retirement plan, down from 67% last year.

The American College of Financial Services created the Financial Services Certified Professional (FSCP) designation, which seeks to help advisers understand client concerns.

Celine Colgan has joined The Presidio Group LLC as co-head and chief business officer for the firm’s outsourced investment office.

Fees may no longer be the loudest voice in retirement plan discussions, said panelists at the PLANADVISER National Conference in Orlando, Florida.

Women are making progress when it comes to greater engagement in the family finances beyond simply budgeting for daily household expenses, according to Fidelity Investments’ fourth “Couples Retirement...

Great-West Financial has launched a new mobile web application providing retirement plan participants’ account information.

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.