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JPMorgan CFO Jeremy Barnum cites wealth management division as positive amid a deal the bank “did not seek out.”

Research from Voya finds U.S. workers still value a retirement plan about as much as a flexible work arrangement. Ubiquity Retirement + Savings backed up the findings, saying...

Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.

BNY Mellon says higher allocations to U.S. equity drove outperformance.

Amendments in the update are effective for fiscal years ending after December 15, 2020, for public business entities and for fiscal years ending after December 15, 2021, for...

The firm will offer commission-free online transactions for specific funds. 

A new study by Dreyfus finds that in the midst of a changing market environment, younger investors are more likely to reevaluate their investment approach than their older...

About half of investors with at least $50,000 in investable assets say they have yet to reevaluate their investment approach in light of new challenges.

The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt. 

The amendments involve the presentation of net periodic pension cost and net periodic postretirement benefit cost.

Aon Hewitt finds that trading among investors in DC plans during February was the lowest it has been in months.

The long-running fight over the fiduciary rule took another (symbolic) step forward this week—but still there is little clarity as to what may unfold prior to the first...

For 13 of the 20 trading days in January, participants favored equities over fixed income funds in their trades.

Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.

“The rise of assets in target-date funds accounts for some of the light-trading in 401(k)s we saw in 2016,” explains Rob Austin at Aon Hewitt.

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.

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.

In addition to online support and guidance, the platform will feature various tools help advisers complete tasks and communicate with clients while reducing data-entry, paperwork, and room for...

However, Aon Hewitt data shows new contributions continue to favor stocks, with 65.7% of employee contributions investing in equities—a slight increase from 65.6% in August.

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...