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Major pension funds see sustainable investing as a fundamental element of investing rather than a potential drag on performance, according to a new Morningstar survey.

A new Center for Retirement Research analysis identifies five major retirement risks, with the top three being longevity, market and health risks.

Carillon Tower Advisers to rebrand as Raymond James Investment Management; J.P. Morgan Asset Management hires senior investment specialist; GW&K announces changes to executive leadership; and more.

As inflation chips away at people’s spending power and concerns about a recession cause substantial stress, employers can provide targeted benefits that build employee loyalty and protect productivity.

The courses, approved by the North American Securities Administration Association, will provide investment advisory representatives with training on best compliance practices, investment products and ethics.

Yet another employer has been sued by plaintiffs represented by the law firm Capozzi Adler.

Schwab Asset Management reduces fees on 10 funds; LeafHouse Financial Services announces new DCIO service; and Russell Investments expands personalized managed accounts.

Designing a retirement plan that meets the needs of the business—and today’s employees—requires a fresh outlook.

The judge’s opinion sides firmly against the arguments made by the plaintiffs in the case, who are among the many litigants currently represented by the law firm Capozzi...

One expert who works on the fiduciary insurance side of the retirement plan industry calls the appellate ruling ‘the best decision ever written in an excessive fee case,’...

The Consumer Federation of America and the Investment Adviser Association have different goals and objectives, but both organizations voice support for the SEC’s proposed climate disclosure regulations.

The SEC says Western International Securities failed to act in the best interest of customers when the firm allegedly sold them more than $13 million in unrated, high-risk...

Backers of the new bill say the legislation would cut red tape and help Americans who change jobs frequently keep control of their retirement savings and investments.

The committee has named a new president and its first chief operations officer following a two-day planned meeting where the organization discussed its short- and long-term polices for...

While the prevalence of settlements in ERISA cases means fewer legal conclusions have been drawn by the courts than one might expect, certain important lessons about fiduciary duties...

Insights include how to disagree without being disagreeable—and how to be benevolent, professional and courteous while still getting the job done.

The IRS has begun sending pre-audit letters to plan sponsors whose retirement plans have been selected for upcoming audits, giving them 90 days to identify, correct and disclose...

Assuming there is no malfeasance or criminal activity going on, the process of a DOL or IRS audit does not have to be unpleasant, even if minor issues...