News

One of the most common stereotypes women investors face is low appetite for appropriate investment risk, but their investment preferences suggest otherwise, according to a survey.

A study suggests best practices for advisers to gain an investor's confidence.

With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say.

L. Rita Fiumara from UBS shared generation-specific insights that can help shape retirement plan communications.

Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.

The definition of the “fiduciary duty” has dominated headlines and discussions for years in the retirement plan industry—and for good reason—but among plan sponsors, the topic remains poorly...

Shlomo Benartzi shared tricks for ‘digital nudging’ with attendees of the 2017 PLANADVISER National Conference.

Research indicates consumers who conduct retirement planning activities or have a formal written retirement plan prior to retirement have a greater likelihood that actual expenses resemble anticipated expenses.

In collaboration with Mesirow Financial Investment Management, Inc., OneAmerica announced the debut of 3(38) Flex.

Panelists discussed a number of “game changing” applications, noting that new ones are constantly being introduced.

Research finds that participants who set goals are more likely to save more for retirement and more likely to feel confident about retirement—even in the face of competing...

 The firm is launching a new program for 403(b) plans.

Against the background of strong equity market performance in the last seven or eight years, passive target-date funds now account for 42% of the TDF market, compared with...

Participants age 50 and older need more personalized advice, advisers say.

QMA Hires Head of Global Distribution; LCG Associates Hires Atlanta Consultant; Capital Investment Companies Announces Collaboration.

If appointed, the current member of the Senate Finance Committee could have a major impact on any changes made to the fiduciary rule.

Social Security and Supplemental Security Income recipients will see a 2% increase next year—the largest increase since 2012.

Under the evolving fiduciary landscape, how can an adviser protect the business while offering effective advice to clients?

Retirement plan advisers are in a unique position to help working Americans build wealth and a sense of security and dignity when it comes to thinking about long-term...