News

Financial planners and advisers can fill it with good information on how the benefit works.

Taking a more holistic view of benefits, coping with the “longevity disconnect” and improving pension risk management were topics for retirement industry experts at PANC 2015.

Many SEC actions will impact retirement plan advisers.

Pensionmark and CAPTRUST executives talk about their strategic partnership.

Jeffrey E. Gundlach, chief executive officer and chief investment officer for DoubleLine Capital, shares his insights on central bank policies, global markets, pockets of opportunity and stress.

Genstar Capital and Aquiline Capital Partners agree to acquire Ascensus Inc.

Pensionmark Financial Group welcomes Rogers Financial as its newest adviser affiliate.

LPL announced enhancements to the LPL Retirement Partners tool suite. 

Many Millennial workers show a healthy focus on paying down debt—student debt especially—but their actions reveal little appreciation for opportunities on both sides of the balance sheet. 

“Scale is a very important part of the economics that drive this business,” says Kent Callahan, president and CEO of Transamerica’s Investments and Retirement Division. He told PLANADVISER...

Nine in 10 want investments to align with values.

A research series helps advisers establish thought leadership.

Promotions, additions and acquisitions at Rothschild Asset Management, Benefit Controls of the Carolinas, Russell Investments and more.

Transamerica will become the preferred defined contribution recordkeeping provider for Mercer's total benefit outsourcing and total retirement outsourcing clients.

Retirement industry experts recommend some titles and share their own fall reading lists.

Expanded equity analytics data service from Exchange Data International and new portfolio models from Pershing LLC.

Nearly all American investors agree financial advisers should be required to proactively disclose conflicts of interest, actual or potential, to would-be clients. 

Companies sponsoring defined benefit plans can work with Buck Consultants to map pension risks and strategies in real time.

Younger investors are especially interested in learning more about other products.

The retirement specialist advisory industry is still coming to terms with the opportunities and challenges of servicing 529 college savings plans.