News

How secure are your technology and data practices? A pilot survey from the NASAA looks at state-registered advisers.

There is an extensive amount of regulatory rulemaking going on in Washington that could impact retirement plans in the months and years ahead, and major tax reform proposals...

Plan advisers have a great deal more work to do on ensuring participant retirement readiness.

Long-term fund types attracted $29 billion last month, lifting year-to-date net inflows to $319 billion. 

Financial services providers are failing to connect with the Millennial generation, according to new study by BNY Mellon and the University of Oxford.

The role of financial advisers in the portfolio construction and management process is a topic of ongoing debate, says financial research firm Cerulli Associates.

Putnam Investments announced the appointment of Jeffrey L. Gould as head of Putnam global institutional management to lead the firm's response to growing marketplace interest.

The Guardian Life Insurance Company of America announced an appointment to the newly created position of field director of retirement plan sales.

A new white paper from consulting and communication solutions firm ShoeFitts Marketing helps financial advisers establish and adhere to key social media best practices.

Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added four specialists to its retirement plan services intermediary sales team.

Respondents to a survey identified health as the most important factor for a happy retirement, and health care costs as their biggest concern, highlighting the need to consider...

Global Financial Private Capital, an independent registered investment adviser (RIA), has integrated its retirement planning services platform with those of Aspire Financial Services and DWC ERISA Consultants.

Biggest financial worries: unemployment, student loans, and whether Social Security will be adequate. Here comes Generation Z.

BlackRock shuttered several funds in its exchange-traded fund (ETF) line, including 10 target-date ETFs.

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.

CAPTRUST Financial Advisors, an independent retirement plan advisory network, announced the opening of a new office in Columbia, Missouri, and the hiring of two financial advisers.

TIAA-CREF launched PlanFocus, a new website for retirement plan sponsors.

Inability to repay student loans may affect the financial security of a small percentage of retirees, according to a report by the Government Accountability Office (GAO). 

Exchange-traded fund (ETF) investment strategist iSectors LLC says its Post-MPT Growth Allocation product is now available as a collective investment fund (CIF) for tax-qualified, employer-sponsored defined contribution (DC)...

When 401(k) plan participants traded their investments in August, they favored fixed-income funds over equity funds for 65% of the trading days, according to Aon Hewitt.