News

Bank of America is hiring more than 80 Merrill Edge Financial Solutions Advisors (FSAs) across the metro Northwest region, including San Francisco, San Jose, Sacramento, and Las Vegas. 

LPL Financial Retirement Partners has added a comparison function to its suite of tools for retirement plan advisers.   

The portion of full-time workers ages 21‒64 who participated in an employment-based retirement plan remained stable at 54.5% in 2010, according to the Employee Benefit Research Institute (EBRI).

Pensionmark Retirement Group announced the addition of four regional firms to its network of retirement advisers.

The guide provides an overview of the upcoming Department of Labor (DoL) regulations regarding fee disclosure requirements that service providers must provide to plan sponsors by April 1,...

ING Financial Partners has appointed Andre Robinson as Head of Advisory Business Development and Rich Taylor as Head of Brokerage Operations.  

Pershing Advisor Solutions, a BNY Mellon company, has published a white paper reviewing various independent registered investment adviser (RIA) models, to assist wirehouse advisers considering a change.  

Ashmore Investment Management Limited has launched the Ashmore Emerging Markets Small Cap Equity Fund.

Retirement Plan Advisory Group (RPAG), a retirement plan practice management firm, has developed training videos for its adviser members.    

Plan sponsors looking to add a retirement income product to their 401(k) or other defined contribution plan need to fully understand what fees participants will be paying for...

Four in ten pre-retirees between the ages of 56 and 65 who took Metlife’s “Retirement Income IQ” quiz believe that they will...

With private equity firms such as The Carlyle Group, Warburg Pincus, and Rosemont investing in registered investment adviser (RIA) businesses, Schwab Advisor Services says that the RIA model...

Mutual of Omaha’s Retirement Plans Division has enhanced its Third Party Administrator (TPA) retirement product platform.

Lori Van Dusen has founded LVW Advisors (LVW), a Rochester, New York-based independent registered investment adviser (RIA), which will join the Focus Financial Partners network. 

Morningstar's structured credit ratings business is introducing a residential mortgage-backed securities (RMBS) ratings and surveillance analytics service.

In an Edward Jones survey, 34% of Americans said they don’t know what percentage of their savings they will need to withdraw annually in retirement to maintain their...

A joint report from the Insured Retirement Institute (IRI) and Cerulli Associates concludes that variable annuities can provide advisers flexibility in creating a retirement income strategy for clients....

In an effort to meet the “war for talent” head-on, Bank of America Merrill Lynch is rolling out a series of enhancements to its 401(k) and other financial...

CPEhr, a Los Angeles-based human resources firm, has partnered with Morgan Stanley Smith Barney to enhance the plan administration of...

AXA Equitable Life Insurance Company has updated its variable annuity, the Accumulator, first introduced in 1995.