News

It may seem obvious – but the fact that a car and a woman have the same psychological reaction in men means a lot for marketers.  

How can advisers add value to quarterly meetings with retirement plan committees?

Attendees at the PLANADVISER National Conference benefited from the presence of Michael L. Davis, Deputy Assistant Secretary, U.S. Department of Labor, discussing the status of retirement plan...

The Internal Revenue Service (IRS) has issued Revenue Procedure 2011-44, which modifies the procedures for church plans that are filing a request for a determination letter. 

Whether you’re interested in acquiring another practice or valuing your own for sale, the “buy/sell” process can be tackled from several angles.  

The Employee Benefits Security Administration (EBSA) will host a Webcast on the importance of saving geared towards college seniors and new entrants to the workforce.  

HighTower, a national financial services company serving high-net-worth and institutional clients, has added The Leventhal Group, based in Bethesda, Maryland, to its network.  

Owais Rana has joined the J.P. Morgan Asset Management Columbus Fixed Income team and will head the company’s Liability Driven Investment (LDI) Solutions group. 

A Prudential survey of near and recent retirees found guaranteed products will help persuade wary investors to stay in the stock market, even during times of volatility.  

The Profit Sharing/401k Council of America is expanding the organization's reach by changing its name to the Plan Sponsor Council of America – the acronym remains the same.

The basics of helping retirement plan participants be prepared for retirement include getting them to save, getting them to save enough, and getting them to invest correctly.

Nearly half of homeowners in their 30s have lost hope that their homes will recover enough value in time to play an important role in paying for their...

UpTick Data Technologies developed a customized reporting solution for Robert W. Baird & Co.’s Retirement Plans Services division.

Financial advisers who cut their fees during market downturns, a practice referred to as 'sympathy pricing,' are hurting their businesses in both the long and short terms, a...

The Colony Group, a registered investment advisory firm (RIA) with approximately $1.3 billion in assets under management, will join Focus Financial Partners.  

Eagle Asset Management, Inc. has hired Donald J. Pepin as Director of Institutional Sales. 

eVestment Alliance, a global provider of institutional investment data intelligence and analytic solutions, has acquired Channel Capital Group, owner of HedgeFund.net, a source for hedge fund data, research,...

The latest Principal Financial Well-Being Index finds workers who use the help of financial professionals are more confident in the adequacy of their retirement savings than those who...

Schwab Advisor Services has published a new white paper focusing on legal and regulatory considerations for advisers looking to transition to an independent RIA business model.  

What are the definitions of plan and provider success and how do you measure it them?