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Paychex Adds LPL Financial’s Employee Advice Solution; Amerilife Names New CEO; New Sales Consultant Joins The Retirement Advantage; and more.

Even though more than half of Americans don’t know the difference between a fiduciary financial adviser and one who isn’t, the majority believes it’s important for advisers to...

Conflicting media reports have started to circulate, some to the effect that a delay of the DOL fiduciary rule has already been effectuated—others that are more skeptical this...

Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform.

Fixed income annuities and QLACs are easier for participants to understand than other products, a MetLife whitepaper says.

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

Among the topline priorities for the Securities and Exchange Commission’s examination staff during 2017 will be “the services provided by public pension advisers” and an “expanding focus on...

Voya contends its study suggests an opportunity for advisers to add value by educating sponsors about the factors that contribute to retirement readiness.

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

The legislation aimed at delaying implementation of thousands of pages of DOL fiduciary rule language could fit in a handful of tweets.

As wellness programs take more innovative approaches that incorporate physical, mental, and financial health, advisers can stand to gain by connecting plan sponsors with the most innovative providers.

Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more

The benchmarking tool will allow advisers to filter based on account size range; account types; services provided; and types of firms. 

Prudential Launches New TDF Suite; Natixis Releases ESG TDFs; and Vanguard Reports Reduced Expense Ratios.

Many more Millennial millionaires say they expect their financial adviser to initiate contact at least once a week compared with wealthy Boomers and Gen Xers, according to Spectrem...

The DOL and EBSA announced a final rule to assist large cities and other political subdivisions establish payroll deduction IRAs for private-sector workers.

New investment to long-term mutual funds and exchange-traded products totaled $3.9 billion in November. 

Hartford Funds Reduces Fees for Strategic Beta ETFs; John Hancock Launches ESG-Focused Funds; TIAA’s Nuveen Releases ESG-Focused ETFs.

A new survey by the PSCA also found that more than half of 403(b) plan sponsors expect to make no change in light of the fiduciary rule scheduled...

Nearly half of insurers feel the DOL conflict of interest rule would positively impact sales of fee-based annuities, according to Cerulli Associates; less certain is how to effectively...