Search results for: SCO

The U.S. fell three places to No. 17 in the Natixis Global Retirement Index, comprised of 43 nations.

Ron Cohen, head of DCIO sales at Wells Fargo, compares the surprisingly wide gap between what plan sponsors expect from their advisers versus what advisers generally prioritize. 

"Employers may want to reevaluate the allocation of benefit dollars to better respond to employees’ needs and concerns,” says Alexa Nerdrum with Willis Towers Watson.

The bill would implement a voluntary retirement program for businesses with 50 or fewer employees.

Charles Schwab Adds More Commission-Free ETFs; John Hancock Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for Socially Responsible Investing; and more. 

The complaint alleges fiduciary breaches of ERISA with regards to MFS offering its proprietary funds in its 401(k) plans.

A lawsuit filed by UBS against a number of former brokers—accused of too aggressively soliciting old clients immediately after going independent—shows plan participants aren’t the only source of...

Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.

Metlife Approves Brighthouse Spin Off; Marsh & McLennan Name CEO of Marsh; Wells Fargo Hires Head of Portfolio Solutions; and more.

The suit, Barrett vs. Pioneer Natural Resources, was filed in the U.S. District Court for the District of Colorado and calls out the firm’s offering of both stable value...

Some members of leadership in Congress have pledged to leave retirement plans alone, one speaker noted, but it remains to be seen how that will actually play out.

A U.S. appellate court had to resolve a dispute about whose burden it was to prove or disprove a fiduciary breach before deciding on the case.

Even while the industry has placed attention to product development and growth, investors continue to choose security.

The eMoney Advisor platform will be updated with tools designed to help users suggest the right retirement products for clients based on their individual needs and preferences.

There are some important implications for the future of the retirement advisory industry in the organizational history of LPL Financial’s retirement arm and its acquired businesses, particularly NRP. 

The results of analysis shows there is room for improvement for HSAs, both as investing vehicles and spending vehicles.

"Plan advisers can also use this as a tool to deepen relationships and continue to add value to a sponsor,” says Charlie Nelson, CEO of Retirement for Voya...

This is the second lawsuit filed this month against the university regarding excessive fees in its 403(b) plan.

Eighty-three percent of advisers believe a fiduciary standard will benefit the growth of their practice, regardless of the status of the DOL rule.

Nearly three-quarters (72%) of Millennials developed their written financial plans with professional help, Charles Schwab finds.