News

An HSBC survey of 17,000 respondents worldwide found, on average, those who have financial plans based on financial advice have amassed over three-and-a-half times (357%) the retirement assets...

Loring Ward Total Retirement (LWTR) will provide advisers the ability to work with a range of retirement plan solutions.

Michael A. Coelho and Brenda Tarjan are the newest members of the SageView Advisory Group, an independent retirement plan advisory firm. 

ING Insurance U.S. has appointed Maliz E. Beams as CEO of ING Retirement.

Matthews International Capital Management, LLC, adviser to the Matthews Asia Funds, has launched an extension of its fund lineup to include a portfolio dedicated to investing in small,...

The SPARK Institute urged the Department of Labor (DoL) to issue new rules that permit widespread use of electronic media for required disclosures to retirement plan sponsors and...

PlanTools has completed its “Revenue Sharing Database,” which houses and automates the disclosure of open architecture and group annuity revenue sharing agreements.

Lincoln Financial says to reach a secure retirement, one should aim to save ten times his or her annual income. 

The majority of individual investors (58%) say they’ve lost faith in the stock market and nearly half are not likely to ever put more money into the market,...

Steven Harding, formerly of Independent Fiduciary Services (IFS), has started P2E Consulting Group LLC.

Institutional investors are taking more time to change investment managers or asset allocations than they did before the 2008 financial crisis, according to Mellon Transition Management (MTM).

The American Society of Pension Professionals & Actuaries (ASPPA) says proposals to scale back or eliminate retirement savings tax incentives for 401(k) plans are based on misleading math.

Older investors are unhappy with the traditional advice and guidance model, in which one pays for advice on investment selection, but receives planning advice as a "free" bonus.

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will publish in tomorrow’s Federal Register a notice proposing to extend and align the applicability dates for its...

No Load share classes, particularly those without 12b-1 fees, have grown to become the single most important share class in mutual fund sales through intermediaries, according to recent...

Russell Investments has launched what it says is the first comprehensive series of Factor exchange-traded funds (ETFs), designed to help investors manage significant risk factors within their portfolios.

Nationwide Financial is introducing IncomeInsight, a resource for advisers to use when exploring a variable annuity with a lifetime guaranteed minimum withdrawal benefit option for clients’ retirement portfolios....

Dinkar Jetley is the new CEO of J.P. Morgan's Worldwide Securities Services (WSS) business.

The investment advisory subsidiary of Arthur J. Gallagher & Co., GBS Investment Consulting, LLC. (GBS IC), has acquired Independent Fiduciary Services (IFS).

New York Life Investments has developed the Guaranteed Interest Pension Account (GPA) to help mid- and large-size corporate pension plan sponsors and their advisers manage near-term liabilities.