News

The latest survey from Gallup finds that most U.S. employees prefer to work post-retirement, rather than needing to. 

While several claims were dismissed, several were allowed to move forward.

The most popular practice management programs this past year dealt with Social Security and managing portfolios in light of uncertainty in the markets.

Of this group, 58% obtain professional financial advice.

Evercore is selling its institutional trust division to Newport Group

Fifty-six percent say their primary retirement savings goal is to not outlive savings.

Research of its clients by Fidelity finds that increased savings rates and positive stock market performance resulted in a record average 401(k) balance for Q1 2017.

A federal judge agreed with the 403(b) plan participants on many points, but agreed with Emory University that offering a wide range of investment options does not hurt...

The settlement agreement delivers millions of dollars in compensation to TIAA employees, as well as non-monetary settlement provisions, while insulating the firm from further claims along these lines. 

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

Most participants are taking advantage of the combined benefits an HSA and 401(k) have to offer, but there is still a gap in knowledge of HSA basics among...

The firm has consistently been an early mover in announcing fiduciary rule implementation plans—and that trend continued this week with the news that ML advisers will retain some...

The tool brings Cetera's three core adviser-driven investment programs together on the same technology platform.

The seminar will be held in Springfield, Illinois, on June 21.

Morgan Stanley Changes Fund Offerings; Wilshire Launches ABR Equity Index; Data Science Partners Develops Downside-Risk Protection Model; and more.

Most advisers are optimistic about equity markets and believe the Trump administration will have a positive impact on their business, but pessimism about the bond market prevails.

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger...

CUNA says advisers can market its outcome-focused services and work with their favorite TPA provider.

There were 44 transactions in the first quarter, up 29% from 34 in the first quarter of 2016.

The lawsuit challenges the status of the pension plans of Franciscan Missionaries of Our Lady Health System.