News

For industry executives on one panel at the 2014 PLANADVISER National Conference, retirement plan sponsor and participant education is a three-part effort.

On the third day of the 2014 PLANADVISER National Conference, the chief executive officers of Pershing and LPL Financial spoke about how their firms are supporting advisers.

Morningstar Inc. introduced the industry's first strategic beta exchange-traded product (ETP) classification system, to help investors better identify, compare and analyze strategic beta investment products.

A new report from the Employee Benefit Research Institute (EBRI) asks whether household expenditures commonly change with age for older Americans.

There is no end of things to benchmark in a retirement plan, and measuring advisers’ own services are especially key from a number of standpoints, said panelists at...

Approximately $720 billion in defined contribution (DC) plan assets was eligible for distribution but remained in employer-sponsored plans in 2013, according to a report from Cerulli Associates.

Retirement specialist advisers used to sell the idea of getting participants engaged, getting them to allocate their savings appropriately—but today advisers must take a different approach.

Frederick A. Stewart has been hired as senior vice president for LCG Associates, Inc., a national investment consulting firm headquartered in Atlanta.

Within hours of saying “Yes!” almost half of brides-to-be update their social media statuses immediately, according to a recent survey by Mashable and TheKnot.com. 

As options proliferate on investment menus, retirement plan advisers will have their work cut out for them, said panelists in discussing investment menus at PANC 2014 in Orlando,...

Wealth Management Systems Inc.(WMSI) announced today that Doug Perkins has joined the firm as information security officer.

Since the financial crisis of 2008, investment managers and retirement plan advisers have learned to be far more cautious when creating and selecting a stable value fund.

Fee lawsuits pose the biggest threat to plan sponsors—and to advisers and consultants, as well. 

The 2014 RIA (Registered Investment Advisors) Benchmarking Study from Schwab Advisor Services finds employees look beyond their base salary for meaningful compensation.

Surprisingly, only one-third of retirement plan advisers know their gross and net margins, said Blake Thibault, senior vice president and adviser with Heffernan Financial Services.

The value of delivering advice to participants is not in question, but participants remain fuzzy on what the advice means, and the difference between advice and education, said panelists at...

The retirement planning industry has long been characterized by a shift from defined benefit (DB) to defined contribution (DC) plans, but advisers still face great opportunity in serving...

As software, applications (apps) and technological devices continue to evolve, they will effectively support rather than replace retirement plan advisers.

Beaumont Capital Management (BCM), provider of quantitative ETF-based investment portfolios, launched the new strategies on the ASSETMark platform.

A poll taken during an executive roundtable panel at the 2014 PLANADVISER National Conference found that 86% of attending advisers look to work force retirement readiness as an...