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Cohen & Steers Creates Global Distribution Role; Voya Announces Hires in Retirement Strategic Growth Team; Heitman Selects Investment Executive to DC Practice; and more.

The complaint said Atrium has never satisfied the Federal law definition of a government of a state, a government of a political subdivision, or an agency or instrumentality...

Plaintiffs says defendants failed to properly monitor and control the plan’s expenses, and allowed the plan to become one of the most expensive “jumbo” 401(k) plans in the...

HighTower advisers have access to Riskalyze solutions; John Hancock announces second round of reduced fees; and Voya Financial releases new TDF solution.

However, a U.S. District Judge affirmed a motion to dismiss a claim alleging a prohibited transaction between MIT and Fidelity Investments.

The Securities and Exchange Commission takes issue with revenue sharing tied to a preferred broker’s “transaction fee” program, underscoring how fee-based advisers are not immune from allegations of...

The firm has launched Price Smart, a digital solution that is now part of Retirement Link.

PLANADVISER Magazine needs your help in identifying the best retirement plan advisers in the country. The deadline for nominations is October 18th. 

Experts suggest the uncertain U.S.-China trade situation has weighed heavily on business investment, resulting in weaker manufacturing activity worldwide.

Investment experts remind retirement investors that international investments can help to diversify a portfolio

In a brief of amici curiae filed with the U.S. Supreme Court, they argue that an appellate court decision undermines the value of retirement plan disclosures and should...

Start by presenting health care expenses rationally, as a combination of predictable monthly expenses (insurance premiums) that can be budgeted for, and less predictable expenses (out-of-pocket) that can...

The acquisition expands Broadridge’s adviser compensation management capabilities.

Participants who mix target-date funds (TDFs) with other investments appear to be more sophisticated, but "it can diminish (or eliminate) the target-date fund’s potential benefit,” says David Blanchett,...

Capital One acquires wealth management software company; Millennium Trust names first chief growth officer; Principal Global Investors hires CEO for Principal Funds; and more.

The Commission says the broker/dealer charged clients 12b-1 fees when they qualified for lower-cost shares.

RIA education organization rebrands; USCF adds nultiple ETPs to TD Ameritrade platform; Transamerica alters subadvisers, fees for Large Growth Fund; and more.