Search results for: SCO

InTrust Fiduciary Joins CAPTRUST; Nuveen Expands DCIO Business; Stadion Names Chief Business Development Officer; and more.

The digital solution will allow advisers to help visualize their risk tolerance alongside recommended portfolio allocations.

Outcomes from using an OCIO have been generally positive and have the potential to improve DB plan funded status, particularly in volatile market conditions, the firm says.

There is still a chance of proposals from the Trump administration and for discussions in Congress to come to fruition.

Making student loan and credit card payments are the priority for the majority of Americans surveyed.

A new study finds that most Americans can’t pass a quiz on making their nest eggs last through retirement, and many lack knowledge of basic retirement planning concepts.

Thirty-five percent say their benefits, outside of medical insurance, do not meet their needs.

AssetMark will be offering investment strategies and “fee only” products focused on holistic financial planning for investors. 

The latest decision in RJR vs. Tatum comes out of the 4th U.S. Circuit Court of Appeals, which has previously made multiple rulings on the long-running and procedurally complicated...

New Cerulli Associates research identifies “pain points” at the root of advisers’ decisions to change firms—and what leadership can do to address staff concerns before losing key advisers. 

There are some things plan advisers and sponsors can do to help defined contribution (DC) plan participants refrain from reacting to unreliable financial news.

The IRS’s proposed increases in mortality assumptions will raise PBGC premiums for single-employer pension plans from $8.6 billion to $9.6 billion.

The second amended complaint in a lawsuit accusing the Walt Disney Company of wrongdoing under ERISA fails to plausibly demonstrate that fiduciary breaches occurred, a district court ruled. 

Retirement Partner Advisors Joins Resources Investment Advisors; Mason Expands Institutional Investment Practice; Willis Towers Watson Expands Manager Research Team; and more.

The proposal would amend various other sections in AICPA Professional Standards.

Financial Engines says it has clear and compelling evidence that Americans strongly favor stricter conflict of interest protections when it comes to retirement investment advice. 

American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes.

Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says.