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Investment Products and Service Launches
T. Rowe Price Expands 401(k) Brokerage Services with Charles Schwab; Wilshire Launches New EVA Index Family; USAA Launches R6 Retirement Share Classes; and more.
Finding Investment Managers With the Best Culture for Performance
New research suggests that an investment manager organization with a culture of purpose and passion has better long-term outcomes than those that don't.
Wells Fargo Self-Dealing Suit Questions Committee Practices
The latest example of retirement plan fee litigation questions the offering of an “easy enrollment” function that favored investment into the company’s own TDF mutual funds.
Capital One Eliminates Commission-Based IRAs
As the implementation date for the Department of Labor (DOL)’s Conflict of Interest rule approaches, Capital One Investing will be moving away from commission-based products within its retirement-account...
Retirement Industry People Moves
Voya Expands Retirement Business; First Eagle’s Retirement Investment Solutions Group Takes Flight; Wagner Law Group Adds Partner; WealthPLAN Partners Announces New B/D and Custodian Relationships; and more.
FASB Considering Change to Pension Cost Reporting
The board says stakeholders have stated that the current presentation requirement has less value and requires users to incur greater costs in analyzing financial statements.
Predictions of Pain Ahead for Advisers and Managers
Even consistent leaders in the asset management industry will face hardship in coming years, thanks to a confluence of competitive pressures already starting to take hold, a new...
Investment Products and Service Launches
Prudential Reduces Fees on Mutual Funds; Beaumont Capital Management Releases Smart Beta Series; Ivy Launches NextShares Exchange-Traded Managed Funds; and more
Second Wells Fargo Stock Drop Complaint Filed
Another participant in a Wells Fargo retirement plan is accusing the bank of breaching its fiduciary duty in the management of company stock offered as a retirement plan...
Investment Products and Services Launches
Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more
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Exclusive Investments
Understanding the value to retirement plans of investing in CITs
Retirement Industry People Moves
Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more.
New Financial Wellness Solution Available to Employers
Mapping Your Future Financial Solutions features extensive flexibility and customization, allowing organizations to meet the specific financial education needs of their audience.
Taking Advantage of Employer Benefits May Boost Financial Wellness
A study found that employees enrolled in more than three non-medical benefits are most likely to say they feel very secure in their lives, very confident in covering...
Certain Elements Important to Financial Wellness Programs
An analysis by Fidelity found financial wellness topics and needs important to certain groups of individuals.
People Value Early Financial Advice
Fifty-nine percent of Americans say meeting with a financial adviser before the age of 35 is a wise move.
DB Annuitization May Be More Costly Than Maintaining the Plan
Plan sponsors need help assessing several factors before deciding whether to purchase an annuity buyout for their DB plans.
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New Frontier
What the past decade has meant for retirement plan advisers and where the industry will go from here