News

John Hancock has ultimately been found not to be a fiduciary in a case alleging it charged excessive fees for investments offered in two Employee Retirement Income Security...

Millennials are famous for being highly risk-averse investors, but new research from Hearts & Wallets LLC suggests the youngest investing cohort is ready for more risk.

More costumes than ever will fly off the shelves (without broomsticks) as Americans gear up to celebrate Halloween at month's end, a survey says.

Taking a retirement plan loan can have a big impact on a participant’s retirement income, especially if the participant does not pay the loan back or stops contributing...

Charles Schwab Bank launched a new share class for the passive Schwab Indexed Retirement Trust Funds (SIRT Funds), featuring a 0.08% expense ratio and a $100 million minimum...

Wells Fargo Advisors (WFA), the brokerage unit of Wells Fargo & Company, recently extended its Envision retirement planning process through the launch of the Income Center.

Independent retirement plan advisers must leverage third-party service providers to achieve scale and combat business challenges without a large internal support network.

Russell Investments says global, multi-asset active management will best serve long-term retirement investors as the low-growth, low-inflation, low-rate environment persists into the fourth quarter of 2014.

Having more offices often means more opportunity, but even well-organized advisory firms can find it challenging to deliver consistent services across disparate geographic locations.

Outsized redemptions from PIMCO’s $221.6 billion flagship fund are a concern for retirement plan advisers, sponsors and participants.

The Retirement Advantage Inc. (TRA) has introduced a series of plan design solutions aimed at helping employers in various industries boost their employees’ retirement readiness.

Financial wellness programs can be a value add for advisers, especially when they help drive retirement readiness and address the roots of participant inactivity.

LPL Financial LLC is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners.

Workers in Generation Y want advice on budgeting, saving and how to manage student loan debt, says TIAA-CREF, but they aren’t necessarily eager for professional advice.

A new study finds many U.S. employers are replacing single, stand-alone investment options with multi-manager, “white-labeled” choices that can be easier for participants to use and understand.

Nationwide announced enhanced retirement plan services to help advisers be more efficient.

TIAA-CREF launched the TIAA-CREF Lifecycle 2060 and Lifecycle Index 2060 Funds, as well as the TIAA-CREF Emerging Markets Debt Fund.

Retirement investors are, for the most part, willing to sacrifice some overall returns to secure more predictable portfolio outcomes, according to Natixis Global Asset Management.

Finders, minders and grinders are all critical members of successful retirement plan service teams, and growing an advisory practice will require all three skill sets working in concert.

The formula behind successful firm marketing and public relations in the retirement planning industry includes a combination of authenticity, clarity and consistency.