Nearly half (49%) of respondents to the 6th annual New Year’s Resolution Survey from Allianz Life Insurance Company of North America say health/wellness is the most important focus...
Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life.
U.S. Retirement Partners (USRP) reported that it has acquired Kades-Margolis Corporation (KMC), which will join USRP’s national network of 403(b) providers.
Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.
An agreement signed with Pensionmark seals a partnership between the national firm and a St. Paul, Minnesota-based independent advisory practice, SevenHills Benefit Partners.
Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, appointed Tad Fifer as a national sales manager responsible for distribution of Lincoln’s annuity solutions.
An analysis from Hartford Funds finds U.S. investors are largely unaware of emerging digital financial advice models, and even practicing advisers don’t have much knowledge on the subject.
Some back-pocket phrases—holistic, retirement readiness and glide path—may seem tired not just to retirement plan participants, but even to retirement plan advisers themselves.
Many clients will fire an adviser that doesn’t return phone calls same day, according to research from Spectrem Group, but that’s far from the only client concern.
Chicago-based institutional retirement and investment consulting firm Blue Prairie Group added Jere Cowden and Mark Muto to its network of retirement specialist consultants.
The biggest challenge for retirement plans offering managed account services to participants is creating simplicity out of increasing complexity, says Cerulli Associates.