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Plan sponsors and providers won a battle in the ongoing legal war over retirement plan fees last week when a federal judge in Wisconsin threw out suit brought...

Changing investor needs and the continuing shift to open architecture are changing relationships between asset management organizations and fund distribution platforms.

Those who have consulted a financial professional about retirement planning are much more likely to say they are comfortable or confident about retirement than those who have not...

“I would love to see people offer both [lifestyle and lifecycle funds] in their platforms;″ take away all the single-strategy stuff".

Only one-third of affluent Baby Boomers rely on outside advice when making financial decisions.

The ERISA Industry Committee (ERIC) has issued a proposal for a platform of lifetime security benefits aimed at easing employer strain, increasing individual responsibility, and providing equality of...

MetLife’s new free publication, focused on helping women prepare for retirement, addresses topics such as how much money will be needed for retirement and what investment options might...

About one-fifth (21%) Ultra High Net Worth (UHNW) professionals consider themselves 'adviser dependent.'

On Monday, Russell Investment Group released the companies that will be part of the firm’s annual reshuffling of the Russell 3000 Index.

According to clients, more is not always better when it comes to meeting with their advisers.

As adviser client relationships move from one that revolves around picking investments to one more focused on personal counseling and education, it’s important to maintain trust.

'I have never said that indexing is the best strategy an investor could ever possibly follow, but I can say that the number of strategies that are worse...

It’s an issue that has plagued humankind ever since men and women began living together - with indoor plumbing.

Participants’ mood about their financial future has fallen off significantly during 2007 but sponsors can encourage participants to meet with advisers and construct or reconstruct a retirement savings...

With the so-called Merrill Lynch Rule a thing of the past, some advisers will need to clarify their role, though it's not likely to broadly impact the managed...

Market dynamics bear promise for investment-only firms in the defined contribution space.

A couple of weeks ago, I stumbled across a paper published by the National Bureau of Economic Research titled “New Estimates of the Future Path of 401(K) Assets.″

New York Life Investment Management’s retirement plan services division has come out with a program to help employers better understand workers’ retirement planning behavior by categorizing plan participants...

Tonight – depending on where you live – you’ll be treated to a “blue moon.″

About two-thirds (68%) of small business owners say they are now more concerned about their retirement security than they were last fall.