Search results for: SCO

A majority of Americans lack confidence in their ability to manage personal financial issues, with more than a quarter (26%) wishing they didn’t have to deal with finance...

Ninety percent of investors say being able to resolve problems and answer questions quickly are critical characteristics of consumer-focused financial advisers, according to a John Hancock survey.

The traditional approach to evaluating the risk tolerance of retiring clients has some problems, according to Michael E. Kitces, director of research at Pinnacle Advisory Group.

A manager of managers approach may help defined contribution (DC) plan sponsors offer more diversified investment options to participants without overwhelming them with too many options or increasing...

Did you think freedom is free? On the 4th of July, everything from the food and beer to travel and fireworks costs big.

The funded status of corporate defined benefit (DB) plans in the United States increased to 92% during June, with liabilities decreasing 0.2% during the month.

Nearly one in four investors say they aren’t sure why they haven’t sought professional financial advice, a survey shows, and an equal number feel advice is too expensive.

Whether a target-date fund (TDF) series is considered “to” or “through” retirement is not the appropriate basis for determining its peers for comparison, contends Cammack Retirement Group.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

BrightScope released a report on the latest trends in target-date funds (TDFs) that showed that in 2013, fees declined, assets rose and new TDF series were introduced to...

The U.S. Supreme Court this week ruled employee stock ownership plan (ESOP) fiduciaries are not entitled to a presumption of prudence for keeping company stock in the plans,...

Northern Trust Asset Management has named Mamadou-Abou Sarr as global head of Environmental, Social and Governance (ESG) Asset Management.

The global investment picture continues to strengthen at midyear 2014, despite first quarter setbacks, with stronger performance in developed economies and persistent low inflation predicted.

The relative attractiveness of annuitizing pension liabilities fell for the second month in a row, according to Dietrich & Associates, Inc.’s Pension Risk Transfer Index.

The travel site TripAdvisor has unveiled the winners of its Travelers’ Choice awards for attractions, highlighting the top landmarks and parks in America and around the globe.

OneAmerica will acquire City National Bank’s San Diego-based retirement services recordkeeping business.

A new report finds that Pension Benefit Guaranty Corporation (PBGC) premium increases would negatively impact the defined benefit (DB) pension system.

The state of the economy can impact the risk tolerance of a portfolio recommended by an adviser, a paper finds. 

Edward Jones surveyed adults on the planning activities they spend the most time on: retirement, vacation, higher education or making a...

More than eight in 10 Americans (83%) are optimistic about their financial future, says a new survey from Lincoln Financial Group.