News

A Morningstar survey details what biases are affecting investors and explains what advisers can do to diminish these influences.

The ERISA Advisory Council was told brokerage windows serve a special purpose and onerous regulations could discourage their use.

Results of a new analysis published by Dimensional Fund Advisors suggest that embracing higher equity exposures prior to and during retirement is an inadequate tool to manage longevity...

Join us Tuesday July 13 at 2 p.m. EST for the next edition of the 2021 Practice Progress webinar series, focused on the topic of growing your practice...

The agencies have filled in the gaps for implementing provisions of the American Rescue Plan Act.

The Land O’Lakes defendants’ motion to dismiss the suit based on a lack of subject matter jurisdiction and failure to...

Advisor Group selects business development VP; Principal announces new chief information officer of retirement and income solutions; Cobbs Allen expands...

In a J.D. Power survey, independent advisory firms were more likely to have a higher satisfaction score than employee groups. 

MFS makes changes to CIT line and Diligend and eVestment partner on data exchange platform.

Advisers can help retirement plan sponsors implement investment and withdrawal options and start conversations with participants who are reluctant to...

Select large employers on Principal's recordkeeping platform can provide access to Edelman Financial Engines’ financial planners, an array of financial education tools and online advice.

The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to...

Even after years of accelerated consolidation of retirement plan advisory and wealth management firms, the pace of mergers and acquisitions is not letting up one bit.

The plaintiffs in the case say that when the plan switched to cheaper share class TDFs, participant accounts should have been ‘repaired.’

The plaintiffs wanted an appellate court to decide whether a plan amendment requiring the use of T. Rowe Price funds...

The firm is partnering with vWise Inc., a platform designed to be effective in institutional, adviser-sold and retail financial markets. 

A Nationwide report found that more participants would switch their financial planner if he didn’t provide education on Social Security benefits.

After reviewing a decision in an ERISA lawsuit against Banner Health, the 10th Circuit also found no reason to order...

Workers at employee-owned S corporations, who invest in and own their employers via ‘S employee stock ownership plans,’ report being...