The SEC made fundamental changes to the rules governing money market funds back in 2014; according to John Faustino at Fi360, the rule changes have created a big...
In addition, a person invested in a stable value fund versus someone invested in a target-date fund could end up with a balance as much as 59% lower,...
An interim ruling in the fiduciary breach case of Barrett vs. Pioneer Natural Resources, in which elements of the defendants’ motion to oppose class certification failed at the...
Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs; Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more.
Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.
The airline company offered the AA Credit Union Fund as its capital preservation vehicle, which the plaintiffs in a lawsuit say yielded “tremendously” poor returns.
The plaintiffs' showing that the CVS retirement plan's stable value fund departed from a study of other stable value funds' investments did not support a plausible claim that...
The court said the plaintiffs claim that Fidelity agreed to overly conservative investment guidelines in a failed effort to lock up all wrap coverage so that its competitors...