News

Finding the right partner can be critical, both to winning new business and keeping clients happy.

The retirement plan industry is flush with data points and analyses. In this edition of Data Mine, we have dug...

Plan advisers and adviser teams looking to be considered for our 2020 Top 100 Retirement Plan Adviser listing must complete the first step in this process by end-of-day...

A judge ultimately decided the plaintiff can only assert an action against Nationwide and her plan sponsor, and each of the 250,000 putative class members can only assert...

Sponsors are beginning to be willing to adapt their plans to accommodate retirees' lifetime income needs.

Industry insiders discuss why offering financial wellness is a must-have for today’s retirement plan advisers.

David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities.

Transamerica hires RVP for large-market team; former Wells Fargo advisers open RIA firm; and past PIMCO and Goldman Sachs exec...

Expert attorneys and fiduciary insurance carriers demonstrate how advisers can put their best foot forward.

The final regulations reflect statutory changes, including changes made by the Bipartisan Budget Act of 2018.

Both the U.S. Solicitor and the Pension Rights Center argue that current funded status of a defined benefit (DB) plan is not a proper measure for whether the...

The SECURE Act could make ‘open’ MEPs a reality—and a benefit to advisers if they are proactive.

Hub International’s buying streak of retirement specialist brokerage and advisory firms continues.

Thanks to legislation such as the SECURE Act, new products and the need, the market is warming to guaranteed income.

John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans...

Increasingly, HSAs are being viewed, accepted, and treated in the industry, as a long-term investment strategy.

Vanguard researchers emphasize that while the value of advice was once traditionally based on portfolio outcomes, goal success rates and advisory relationships are results of effective guidance as...

Advisers share their own stories about increasing their referability.

WhartonHill’s leaders say they will also continue their partnership with both Global Retirement Partners and LPL Financial, “and look forward to expanding that relationship going forward.”