Highland Capital Management announced the appointment of Carla Martin as managing director of national accounts in the firm's independent broker/dealer (B/D) channel.
The owner of Bruister and Associates and trustees of its employee stock ownership plans (ESOPs) were found responsible for causing the plan to pay too much for employer...
One Fidelity Investments sales executive says it was the firm’s technology capabilities that allowed it to win the right to oversee American Airlines’ substantial retirement plans.
Given an extra hour to focus on their finances, most women say they’d work on budgets and learn more about investing, according to a Fidelity Investments survey.
Retirement plan advisers and third-party administrators (TPAs) are likely to find information gaps when performing assessments of retirement plan census data or client ownership data, according to Natalie...
Between some reminiscing about what it was like to be part of shaping and enforcing the Employee Retirement Income Security Act (ERISA) when it was constructed and afterwards,...
Wilshire Consulting announced the launch of Wilshire Mobile, a new suite of mobile applications (apps) increasing the availability of important retirement plan data and benefits news for clients.
Client pressure to cut costs is leading advisers working with defined contribution (DC) retirement plans to significantly change fund lineup recommendations in favor of passive investment options.
Amid feelings of guilt over not investing enough (a mere 23% feel “proud” of how they handled their money this year), Americans know they need to do more...
The launch of the “Empower” brand by Great-West Financial will be closely watched by the retirement services industry. PLANADVISER spoke with industry professionals who had a chance to...