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A recent Charles Schwab survey indicates that men seek financial help less often than women, and also report making more financial mistakes.

A BNY Mellon/Finadium study found many retirement plan sponsors are reducing the benefits they offer or looking to rebalance funding between employers and employees.

Greg Fleming has been named president of Global Wealth Management at Morgan Stanley.

The ERISA Industry Committee (ERIC) submitted to the Treasury Department and Internal Revenue Service (IRS) a series of letters on proposed and final regulations about cash balance and...

Financial Research Corporation (FRC) has tapped Matthew J. Schott as Vice President, Retirement Income Practice Leader.

In a letter to the Employee Benefits Security Administration (EBSA), the SPARK Institute expressed support for the proposal, but suggested modifications "

Liberty Street Advisors has launched the Center Coast MLP Focus Fund, an open-end mutual fund, which will invest in midstream energy infrastructure master limited partnerships (MLPs).

Scott Lamb will work with Loring Ward's broker/dealers and provide value-added solutions to help advisers better serve their clients. 

Acadian Asset Management LLC has launched the Acadian Emerging Markets Debt Fund, a series of the Advisor’s Inner Circle Fund Series Trust. (AEMDX).

Recently released rules by the Internal Revenue Service (IRS) regarding cash balance and other hybrid pension plans may result in more interest from employers, according to Towers Watson.

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

Mercer released its list of suggested New Year’s Resolutions for defined contribution sponsors; something a plan adviser may want to pass forward. 

The Internal Revenue Service’s “Saver’s Credit” is available to low-to-middle income workers who are saving for retirement, yet very few workers who may be eligible know it exists.

Ninety-four percent of Americans are hoping to manage their money better this year, according to an ING survey. This is slightly higher than the global average; 89% of...

E*TRADE Capital Management, LLC, is expanding its advisory services by offering clients the ability to invest in a unified managed account (UMA).  

The Certificate of Deposit (CD) Savings Plan is the newest addition to Indiana’s CollegeChoice 529 Plan, which already includes Direct Savings Plan and Advisor Savings Plan options.   

With NFL play-off season underway, the epicenter of gambling – Las Vegas – offers some pointers for those looking to place a bet on the championship game.  

Manulife Asset Management named Walter T. McCormick and Emory W. Sanders, Jr.,to lead a new Boston-based Core Value Equity team.

The Employee Benefits Security Administration (EBSA) announced an extension of the comment period on its proposal to update the definition of fiduciary.

At the end of December, U.S. ETF assets stood at $1.005 trillion – the first time U.S. ETF assets surpassed $1 trillion.