News

Registered investment adviser (RIA) assets are expected to account for approximately one-quarter of industry asset marketshare by the end of 2014, according to Cerulli Associates.

The 7th U.S. Circuit Court of Appeals determined Marshall & Ilsley was entitled to a presumption of prudence for holding company stock in its retirement plan.

The New York City Pension Funds have filed a lawsuit against British Petroleum (BP).

Bond investors could be living in a bubble, as rising bond prices may be obscuring the truth of less-than-zero yields on...

A study from Northern Trust found that more institutional investors are considering allocation to alternative indexes for beta management.

Asset managers and consultants are transforming portfolio construction challenges into new mandates, according to Cerulli Associates. 

A survey of retirement plan advisers (called “consultants” in the study) said they must make changes if they want to increase sales and retain more business. 

If there’s a magic number that helps people feel optimistic about a successful retirement, it’s half a million, according to Maritz Research.

Many Gen Xers are on the right track to reach retirement, according to a study from the MetLife Mature Market Institute.

Bradley D. Belt has been named vice chairman of the Orchard Global Capital Group, effective May 1.

Socialite, a social media platform from Actiance that allows people in regulated industries to share content and delegate access, has several new features.

EBRI research suggests people who own more than one type of retirement plan are more likely than others to invest a higher percentage in equities.

The Wilshire Trust Universe Comparison Service (TUCS) Spotlight found little difference between large and small plans’ total performance levels in 2012.  

The good, the bad and the uncertain are the ratings for economic forecasts by Robert Doll, chief equity strategist at Nuveen Asset Management. 

TIAA-CREF’s white paper, “Prepared for Life: Managing Your Plan to Drive Retirement Readiness,” examines best practices to improve retirement plan outcomes.

Plan Outcome Assessment will analyze defined contribution (DC) plans to help plan sponsors gauge their participants’ retirement readiness. 

Who gets the bearskin rug? The Limoges tea set? Dividing family heirlooms after a death can be a headache.

 Americans are on track to replace 61% of their current income in retirement, according to the third annual Lifetime Income Survey by Putnam Investments.   

Only 30% of 401(k) plan participants said they “paid attention” to the fee disclosures they received last year, according to the quarterly Wells Fargo/Gallup Investor and Retirement Optimism...

If you caught last night’s “The Retirement Gamble” documentary, you can likely understand it generated some criticism in the retirement industry.