Search results for: its true

OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s; Merrill Lynch wealth manager and team joins First...

Emergency savings options within retirement plans will finally be possible in 2024. But implementing them will require work that might delay their use even more, according to experts.

Retirement plan consulting and actuary head says COVID-19 has muddled mortality outcome tracking, with the industry awaiting delayed IRS mortality improvement tables.

Insurance outsourcing firm RetireOne partners with Nationwide on annuities for investment advisers. But recent research brings into question just how much advisers want to talk annuities with clients.

John Hancock launches equity income portfolios; RBC launches U.S. mutual funds with exposure to global markets; FundFront unveils third liquid alternative investment product; and more.

Data from more than 35 million participants in Fidelity accounts shows a steep hit to balances during the market downturn, but the majority of workers (86%) kept their...

Various leaders within the SEC discussed in a public seminar today some of the interpretations and applications of the new marketing rule.

60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers at Leuthold Group break down why 60/40 may...

Hearsay says its new digital client is designed to assist advisers and firms in adhering to new SEC marketing regulations.

Almost half of workers surveyed (48%) have no strategy to generate retirement income, Schroders finds. 

The enforcement of Regulation Best Interest is currently one of the major projects at the Securities and Exchange Commission.

Much of the ruling sides with plaintiffs and permits the case to move to discovery, but the defendants successfully defeat claims related to cross-selling and data-sharing among providers.