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The new feature will work alongside the ProcessComposer and Mix feature, and will be powered through the Salesforce platform.

Voya Investment Management has become the latest signatory of the Principles for Responsible Investment pledge, stepping right into a hot debate about the role of environmental and societal...

However, an analysis among people in nine nations found U.S. LGBT workers rank the highest on the Aegon Retirement Readiness Index.

The interactive technology enables retirement advisers to demonstrate to plan sponsors how modifications in plan design can impact their employees’ retirement readiness, and the shifting cost of providing...

The underlying lawsuit will proceed and will test whether the firm acted imprudently or disloyally in discharging its discretionary fiduciary authority when including its own affiliated investment products...

The younger the investor, the more likely they are to have their money invested in equities, while older investors are more likely to gravitate to fixed-income securities, according...

The paper shows employees who adhere to treatment plans and adopt simple healthier lifestyle behaviors can save on out-of-pocket health care costs and invest that savings to have...

In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends.

However, while 79% of U.S. advisers are aware of smart beta, only 36% are very familiar.

The proportion of plans that are at least partially bundled fell dramatically from 53.8% in 2016 to 44.0% in 2017, a continuation of the unbundling trend, according to...

AndCo Adds New Compliance Officer to Team; RIA Firm Partners with Focus; Securian Financial Group Hires Regional Sales Vice Presidents for Small and Midsize Employers; and more.

While a federal district judge had dismissed some claims last fall, the introduction of a new plaintiff in the case adds them back.

Although a number of claims were dismissed, a federal district court judge felt some claims would be better decided at a later stage.

Thirty-five percent of Americans surveyed by Million Dollar Round Table say their trust would increase in financial professionals if they can demonstrate they are active members of industry...

Researchers conducted a survey that enabled SPARK to better determine how the RFP Guide is used by advisers and providers today, leading to the new update.

The 9th Circuit ruled that a prudent fiduciary in the same circumstances as the defendants could view the proposed alternative course of action regarding company stock in Hewlett-Packard's...

Regulatory developments in Nevada and New York show inaction at the federal level on clarifying advisers’ and brokers’ fiduciary duties is leading to a patchwork of state-by-state approaches...

Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds. 

The firm's rollover/exchange analysis will consider more plan types, including 401(k), 403(b), 457, defined benefit plans and more.