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It’s been a challenging year, but independent registered investment advisers (RIAs) are optimistic, according to a quarterly survey by TD AMERITRADE Institutional.

I am admittedly something of a pension (and regulatory) geek, but when the SunAmerica Opinion was published (December 2001), it was clear that something big had...

The Wiley Group ended a long relationship with Morgan Stanley Smith Barney to form a fully independent registered investment adviser.

BPAS, a national provider of administration, clearing, and custodial services, announced an addition to its sales team based in the Midwest.

Despite the ongoing economic turmoil, a poll taken for National Payroll Week found that the majority of those polled have not disturbed their 401(k) deferrals since September 2008.

The Hartford SMART529, offered by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees, has unveiled a Checks and Balances investment portfolio.

American Century Investments has launched a new collective investment trust (CIT) program.

Goodyear Tire & Rubber Co. will phase out a defined benefit pension plan covering union employees and set up a 401(k) plan under a new contract with the...

Witnesses appearing before the U.S. House of Representatives Ways and Means Committee regarding the continuing debate of how retirement plan advice should be delivered to millions of workers...

ING Employee Benefits has announced enhancements to its proprietary enrollment software, ING Enroll, including a tailored "quick quote" function, additional automated forms, and enhanced reporting and re-enrollment capabilities.

Touchstone Investments has launched 10 new funds, each featuring multiple share classes for both retail and institutional investors.

Newkirk has unveiled a Roth IRA conversion packet.

The Newport Group has appointed Dennis Sain as senior vice president, Qualified Retirement Services.

The NFL Players Association announced it has partnered with Financial Finesse, a provider of financial education programs, to launch a program that gives NFL players the financial guidance...

Benefits consultant and service provider McCready and Keene has unveiled a recordkeeping platform aimed at small-sized clients.

The majority of investors said the amount of risk they have taken with their investments has stayed the same over the past two years, according to a Financial...

Teamwork: It can be both helpful and challenging, according to panelists at the PLANADVISER National Conference.

The regulatory tone is shifting in Washington, and plan advisers and their clients should be ready for changes, asserted speakers at the PLANADVISER National Conference.

The asset allocation of target-date funds has been a hotly debated topic, especially as the financial crisis has put them under the microscope.

Before advisers or financial institutions, Millennials turn to their parents and friends for financial information.