News

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?

Exchange-traded funds are not ready for 401(k)s yet.

The U.S. Department of Labor has released the Form 5500 Version Selection Tool to help plan sponsors determine which version of the form to use and which schedule...

Industry professionals, associations, and lawmakers are applauding the Labor Department’s decision to reevaluate its proposed changes to the definition of a fiduciary.

Bank of America has hired 180 financial advisers to join the Merrill Edge wing of the banking giant.   

Plan sponsors and participants have become more conservative in recent years, leading them to stable value products that preserve capital and deliver steady returns, according to a white...

Invesco is adding a consulting series to its PlanForward program, designed to help advisers and consultants build a compelling value proposition and enhance their brand recognition.

GuidedChoice has launched Retirement Readiness, a solution that allows retirement plan participants to see how prepared they are for retirement and helps them take action to improve their...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will re-propose its rule on the definition of a fiduciary.