News

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.

Month over month, exchange-traded fund (ETF) assets fell $95 billion, down 9.1%, in September.

Man Investments is launching the Man Long Short Fund, a long/short equity fund of hedge funds with scheduled monthly liquidity in a Registered Investment Company format.

A recent survey from Allianz Life Insurance Company of North America found that 51% of non-retirees are questioning if 401(k), 403(b), and 457 plans are adequate ways to...

Nationwide Financial Services has hired eight new wholesalers to support advisers in the annuities and retirement plan businesses.

Vanguard research on diversity and retirement saving and investing shows that automatic employee enrollment into company 401(k) plans raises participation for all racial and ethnic groups.

The law office of Brodsky & Smith, LLC announced that it is investigating Bank of New York Mellon’s investment of retirement plan participants’ and beneficiaries’ assets in company...

The U.S. REIT market continued to outperform the broader equity market in the first nine months of 2011, in spite of losing ground to the S&P 500 in...

We spent some time this past weekend getting my eldest daughter squared away in her new apartment.