News

Today’s low interest rate environment can take a bite out of what would normally be a sustainable withdrawal rate in retirement, Morningstar said.

Back in 2010, Gallup polled Americans and found that most were willing to back receiving mail just five days a week.

 Putnam Investments  aims to shine a light on the critical role of innovation in driving outcomes for advisers and investors.   

Cruise to Retirement is PAi’s campaign designed to help advisers jumpstart conversations about the ramifications of fee disclosure.

David J. Smith has been appointed regional sales director for South Carolina at Great-West Retirement Services (GWRS).

Vanguard expects to launch Vanguard Total International Bond Index Fund and its exchange-traded fund (ETF) shares by the end of the second quarter.

The FTSE Cyclical and Defensive Index Series aims to offer contrasting degrees of sensitivity to the economic cycle in order to improve the transparency of market dynamics.

With 237,000 advisers on track to retire in the next decade, a Pershing survey uncovers the priorities of advisers...

An increasing number of U.S. employers are planning to add Roth features to their defined contribution (DC) plans in 2013.

 California Attorney General Kamala D. Harris filed a lawsuit against Standard & Poor’s (S&P) for inflating its ratings of structured finance investments.  

Mutual fund trustees may display favoritism toward funds from their own firms, said researchers at Indiana University at Bloomington.

Northern Trust has added peer universe comparisons to the range of risk and performance information available through Northern Trust Data Direct.

Ameriprise Financial’s Retirement Check-In survey found many Americans may be financially ill-prepared for their dream retirement.

ING Life Insurance and Annuity Co. has agreed to settle allegations brought by the Department of Labor (DOL).

The investment lineup of Security Benefit Corporation’s EliteDesigns variable annuity has been expanded by 71 fund options to help advisers manage market volatility.

A strategic partnership between Fortigent LLC and Central Park Group LLC will provide an alternative investments platform for registered investment advisers.

The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) is offering its fiduciary responsibilities seminar to small businesses in San Francisco.

Jeremy Bass, Jay Glover, Daniel Hess, Tracey Keays, Tim Kiley, Jessica Cameron Mitchell and Brent Wilder were promoted to managing directors at the PFM Group.

Edward Meehan has joined Groom Law Group’s ERISA litigation group.

Investible retirement assets of U.S. households aged 55+ will nearly double, to $22 trillion by 2020, LIMRA research predicted.