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Pressure is growing on plan providers as regulators and legislators continue to scrutinize fees and outcomes of defined contribution (DC) plans, according to a recently published study by...

Cerulli's latest report, “Advisor Portfolio Construction Dynamics,” reveals that as advisers are building investment portfolios for their clients, they are using fewer asset managers in their practices.

Stock markets in Asia are getting much less liquidity from mutual fund allocations compared to last year, according to global research firm Strategic Insight, an Asset International company.

Different approaches taken by European and U.S. regulators have created an "unlevel playing field" in financial services recruiting, according to research from Mercer. 

The Spectrem Affluent Investor Confidence Index fell 11 points in June, its biggest drop in more than three years. 

In a recent amicus brief, Secretary of Labor Hilda Solis called for a federal court to overturn a decision in favor of a health plan provider that pre-authorized...

Northwestern Mutual’s financial literacy Web site, Themint.org, conducted a poll that found kids are much more satisfied by – and committed to – succeeding in school than managing...

Institutional investors should review information that goes beyond the typical scorecard when measuring the success of a portfolio or switching asset managers, according to a study from Mellon...

SageView Advisory Group has hired Bob Noll as a senior investment adviser.

A growing number of the American middle-class expects to work well beyond traditional retirement age, according to the First Command Financial Behaviors Index.

The results of Fidelity’s Couples Retirement Study show couples both approaching and living in retirement are struggling with overall communication, planning, and management of their retirement finances.

Forward Management announced a series of name changes in its mutual fund lineup.

Based on a nationwide survey of more than 3,000 working adults, Putnam Investments has debunked several perceptions about American’s level of retirement readiness.  

benefitsCONNECT announced that it has partnered with BackBone Inc., a health and technology communications firm, to provide brokers with a social media-driven user-engagement program.

Multiple employer plans (MEPs) can provide not only business growth for advisers, but can also help close the coverage gap in America, said Jim Kais, vice president and...

The 3rd U.S. Circuit Court of Appeals affirmed a lower court ruling that AT&T did not violate the Employee Retirement Income Security Act (ERISA) and the Age Discrimination...

Pershing LLC, a BNY Mellon company, has added Altegris, Invesco and TIAA-CREF funds to FundVest, Pershing’s no-transaction fee mutual fund platform.  

Cerulli Associates has published a report detailing what can cause high-net worth (HNW) investors to leave their financial adviser.  

Invesco PowerShares announced that it plans to close two of its Active exchange-traded fund (ETF) portfolios.

ING’s U.S. Retirement division announced a plan to expand its reach to small- and mid-sized corporate retirement plans and to support the distributors that serve this market.