News

The index, which also tracks tax-exempt U.S. dollar-denominated bonds, will include sub-indexes to allow for a thorough analysis of the municipal bond market structure. 

However, fewer RIAs and fee-based advisers expect consolidation to increase in the next 12 months, compared to five years ago.

During an exchange on Capitol Hill on Wednesday, the Democratic representative from Ohio pressed DOL Secretary Alexander Acosta for details on how the regulator is addressing advisory industry...

AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space and has been designed as a value-add to plan participants...

Hybrid plans and merged plans can now request a determination letter.

A report by Morningstar credits this decline to the migration towards lower-cost funds and an influx of strategic-beta funds.

Mike Sasso, with Portfolio Evaluations, and a professor at Boston University,  explained a new way of thinking to get plan sponsors to focus on retirement income for participants.

Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X and Baby Boomers can successfully save for retirement.

The latest legislation to affect retirement planning in 2019 and beyond. 

The state’s former securities chief says recently issued fiduciary regulations have been crafted in the interest of aggressively tamping down on conflicts of interest in the financial services...

The reason is primarily because they have not created a comprehensive, written plan, according to Fidelity.

Doing so could encourage more employees to participate in the plan, sources say.

Those who have a health savings account are more certain about how they will cover future health care costs.

Plan fiduciaries have agreed to prohibit service providers from using data generated in serving the plan to market or sell unrelated products to Vanderbilt 403(b) plan participants.

The advisory firm of Slocum & Associates will not face class-action claims and has prevailed on some summary judgement arguments, but the ruling allows certain individual claims to...

Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; TRA adds regional sales consultant; and...

Details of the settlement agreement will be available by approximately May 15.

City National argued that if a District Court had considered certain offsets to the damages award, it would have been clear that the bank never received more compensation...