News

The overwhelming majority of clients feel their advisers are serving their best interests and meeting fiduciary responsibilities, according to research from the Insured Retirement Institute (IRI).

The DOL’s fee data proposal is fairly straightforward, but could trigger a prohibited transaction, says Bruce Ashton, a partner in Drinker Biddle & Reath’s Los Angeles office.

New indices released by Thomson Reuters offer liquid access to and performance analysis of the U.S. private equity industry.

Defined contribution (DC) plans outperformed defined benefit plans significantly during the fourth quarter of 2013 and during the whole year, according to a recent analysis.

Most American workers spend less time per year managing an individual retirement account (IRA) than it takes to choose a restaurant on a special occasion, according to an...

Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.

Philosopher and poet George Santayana said, “Those who do not remember history are condemned to repeat it” – a statement especially helpful for retirement plan advisers who look...

In a reversal of the past four months, participants of defined contribution (DC) retirement plans favored fixed-income investments in February, according to Aon Hewitt’s 401(k) Index.

The funded status of pension plans showed an improvement in February compared with figures from January, says a new analysis from Russell Investments.

Fidelity Investments made its workplace benefits application, NetBenefits, available to iPad and iPad Mini mobile tablet users.

More than one in two organizations are unprepared to deal with security breaches to their corporate and employee-owned Bring Your Own Device (BYOD) notebooks, tablets and smartphones.

A group of 26 members of the U.S. House of Representatives, known as the Congressional Hispanic Caucus, threw its support behind expanded fiduciary rules pending from the Department...

National Financial Partners Corp., known as NFP, acquired the San Diego-based Washington Wealth Management LLC.

The St. Louis-based law firm of Schlichter, Bogard & Denton filed a class action on behalf of participants in the retirement plans of Novant Health Inc., seeking the...

The delicate issue of clients who need to balance their own financial needs in retirement with the desire to help grownup children is a potentially loaded topic for...

A new education program from State Street Global Advisers (SSgA) offers financial professionals nearly 30 short courses on how to incorporate exchange-traded funds (ETFs) into investment portfolios.

Group pension buyouts experienced strong sales during 2013, says a new survey.

The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.

Defined benefit plan sponsors have a window of opportunity to take action on pension risk.

Following best practices can secure an extra 3% in net returns for the clients of advisers, according to Vanguard Advisor.