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California-based VisionLink Corporate Insurance Services, LLC (VCIS) has become a member firm of M Financial Group, a network of independent insurance, investment, and executive benefit firms.

A new study offers powerful evidence on the importance of listening.

A brokerage firm that gave investment advice to a profit sharing plan for a fee is considered a fiduciary under the Employee Retirement Income Security Act (ERISA), according...

Informa Investment Solutions, Inc. (IIS) is set to expand its wealth management services with the acquisition of Investment Scorecard, a company that provides fully outsourced, integrated client reporting...

A recently released white paper from JPMorgan Asset Management Group suggests most industry assumptions for target-date funds are oversimplified.

More than two-thirds of major mutual fund companies have negative customer loyalty scores, according to a recent study by Cogent Research.

Prudential Retirement now offers an Autopilot Impact Tool, an interactive, PC-based resource, that allows advisers to help their clients model the impact of these two autopilot options.

Surveys suggest that the take-up rate on the so-called Saver’s Credit is relatively tepid.

If you access your retirement accounts online while on the road, be careful.

Morningstar, Inc. introduced Principia Asset Allocation, a new module for the financial planning resource that helps advisers create individualized asset allocation strategies based on a client's personal circumstances,...

The main reasons millionaires turn to financial advisers are to get a recommendation from a trusted person, to reach a certain level of wealth, and to start planning...

Charles Schwab has added a fifth target date fund – the 2050 fund – to its line up of Schwab Managed Retirement Trust Funds.

Fiduciary Risk Assessment LLC (FRA), a Charlotte, North Carolina-based software development company, has unveiled its new 404c Compliance Diagnostic tool.

Mercer HR Services has announced it will use the technology of Wealth Management Systems, Inc. (WMSI) to enable former retirement plan participants to easily rollover assets into an...

Barclays Global Investors’ (BGI) iShares Lehman MBS Fixed-Rate Bond Fund, a fixed income exchange-traded fund (ETF) that tracks a mortgage-backed securities index, has begun trading on the American...

In its most recent filing with the Securities and Exchange Commission, Morningstar Associates, LLC said that the SEC has ended an investigation into the firm’s practices, while the...

For now we see through a glass, darkly.

Morgan Stanley’s Consulting Services Group has added to its Custom Portfolio offering to more than 1,400 open-end mutual funds.

Although conventional planning models often use replacement rates of 70% or 85%, a new study says that the vast majority of Americans are not coming close to achieving...

As retirement looms, products to help savings last come to the fore.