News

F-Squared Investments has filed for bankruptcy and agreed to sell its intellectual property, investment strategies and investment management contracts.

The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration processes.

Participants of a forum identified the workplace as a potentially effective venue for providing financial education and helping individuals improve their financial decisions.

Morgan Stanley veteran Charles Reinhard will lead portfolio strategy and thought leadership provided to advisers and investors.

Advisers can leverage the array of information available to clients to show their value.

Both Boomers and Gen X use their credit cards liberally, but Gen X is carrying substantially higher balances.

The Financial Services Institute wants to help advisers contact the legislators most likely to respond to their appeals. 

A majority of middle-income Boomers say there are inadequate job opportunities for retirees.

Based on an analysis of participant behaviors, Empower Retirement has built a new website for participants.

Too much time is spent on fees, funds and fiduciary, and not enough on the point of a retirement plan: how successfully participants retire, says RPA’s Todd Timmerman.

A paper explores whether higher limits on 401(k) plan contributions encourage people to save more.

Reductions of up to 26 basis points or up to 38% per fund vary by fund.

Fitch Ratings warns the proposed fiduciary rule language from the DOL would substantially impact current adviser and investment fund provider business models.

The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an even more intricate tale.

Overall, nearly one-quarter of employees feel “high” or “overwhelming” financial stress.

LPL Financial has been selected to provide clients of Retirement Planning Analytics with fee-based investment advisory services.

A typical 60/40 equities/fixed income portfolio may no longer fit the bill, OppenheimerFunds says.

The Department of Labor has filed an amicus brief weighing in on a court case regarding a plan’s ‘top hat’ status.

Wells Fargo, Raymond James and LPL have been ordered to pay more than $30 million in restitution, including interest, to customers for failing to waive mutual fund sales...

Given the tremendous health care costs people will face in retirement, HSAs can be a significant tool.