News

Smart401k is offering a new, flexible service delivery model for plan sponsors and plan-level advisers. 

Sallie Krawcheck, former President of global wealth management at Bank of America, says the two biggest challenges facing the wealth management industry are attracting the next generation of...

Ninety-nine percent of respondents to a recent survey offer a retirement plan to employees.

USAA Life Insurance Cos. has announced a new immediate income annuity, the Guaranteed Retirement Income Plan.

Fidelity Asset Management has announced leadership appointments within its Fixed Income Division, which includes the company’s Bond Group and Money Market Group.

Among plan participants who took some type of savings action during Q3 2011, 72% took a positive action (started or increased contributions), Bank of America Merrill Lynch reported....

Retirement plan provider Retirement Desk is offering a no-cost fee benchmarking service for advisers and sponsors. 

Fiduciary Benchmarks' Defined Contribution Plan Design Optimization Service provides an analysis of the impact of key plan design parameters on employee retirement readiness.

Aite Group concludes that advisers who manage their clients’ assets directly are in a better position to take immediate action when markets show volatility.

Owners of the New York Mets baseball team agreed in principle to settle a lawsuit by employees who said they lost millions of dollars in retirement money that...

Putnam Investments has launched the Putnam Short Duration Income Fund, which seeks to combine characteristics of both money market funds and ultra-short bond funds.

Russell Investments has launched its first international equity factor exchange-traded funds (ETFs).

The United Nations had told the world to prepare for the birth of its 7 billionth occupant on Monday, October 31; in the days that followed, identifying this...

Lincoln Financial Group is making its mutual fund-based, net asset value (NAV) retirement solution, Lincoln Alliance, available to small-to-mid-sized retirement plans.

A national survey found that regardless of age or gender, a significant percentage of Americans are confused as to what is the best way to plan and manage...

Raymond James has formed a partnership with Actiance to provide its financial advisers access to social media tools including LinkedIn, Facebook, and Twitter. 

 Dan Dubois and Darin Wassmann have joined the Retirement Benefits Group (RBG).  

Charles Schwab has unveiled several enhancements to its technology offerings that support independent registered investment advisers (RIAs) at its annual conference in San Francisco.

Sheridan Road Financial, an investment adviser specializing in middle-market corporate retirement plans, has hired Tina Wisialowski as a Managing Director. 

TD Ameritrade’s annual New Year’s Resolution survey found 30% of respondents plan to start or build up their retirement savings in 2012.