Fiduciary responsibility and fee transparency are at the forefront of important issues in the 401(k) market, an informal survey of retirement plan consultants says.
Sixty percent of advisers agree the U.S. is already in a recession, but their clients are continuing to save for retirement, according to a survey released today by...
It is not just for the younger generation: Social media plays a rapidly growing and influential role in an individual investor’s financial decisions, particularly for high-net-worth investors, according...
The Merrill Lynch Retirement Group reported that among the 1,700 plans on its proprietary recordkeeping system, almost 200 (12%) had added a Roth 401(k) option as of the...
Whether they’re Millennials, Generation Xers or Boomers, American women are actively considering their future retirement and financial security, a survey said.
Advisers are leaving their firms for various reasons, most often citing culture, the desire for more independence, and disagreement with the senior management philosophy.
The increased competition for top talent among broker/dealer firms has caused many firms to step up the recruiting initiative, according the latest Cerulli report.
The defined contribution investment-only (DCIO) market offers dramatically higher profit margins for asset managers than those found in other platform markets, and firms will be growing their personnel...
The defined-contribution (DC) plan consulting business is changing to adjust to new plan trends by, among other things, offering custom target-date funds and adding inflation-protection investment vehicles to...