News

Financial advisers looking to purchase or merge with another practice must implement some key best practices to ensure the acquisition is successful, according to NFP Advisor Services.

A company CEO’s signature authority for payments from the company’s bank account may make him an Employee Retirement Income Security Act (ERISA) fiduciary.

National broker/dealer Securities America has partnered with Medicare BackOffice to deliver licensed Medicare advice to individuals within the retirement planning context.

From New England and the Great Lakes to the farthest South, here’s where to find trees showing off their fall color, according to TripAdvisor’s survey of the top...

Edmund F. Murphy III has been named president of Great-West Financial’s combined retirement organization, integrating the businesses of Great-West Financial, Putnam Investments and J.P. Morgan Retirement Plan Services.

The retirement and benefit consulting firm USI Consulting Group has begun offering retirement planning and consulting services that include guaranteed lifetime income solutions for defined contribution (DC) plan...

Invesco PowerShares Capital Management, LLC listed the PowerShares LadderRite 0-5 Year Corporate Bond Portfolio (LDRI) on the NASDAQ.

Regulation may be slowing the push for alternative investments by retirement plans and other institutional investors, Cerulli Associates finds.

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system.

John O’Leary has joined Benetech Inc., a third-party administration (TPA) firm supporting advisers in the small- and mid-size retirement plan market, as a regional pension consultant.

BBB-rated corporate bonds merit important consideration in the asset allocation of pension funds implementing liability-driven investing (LDI) strategies, Standish Mellon Asset Management contends.

The emergence of digital technology and increasingly connected investors has the potential to unsettle the dynamics of the financial advice industry, according to a Celent report. 

Peter Stephan and Jim Norman have joined QBI LLC, a provider of administration and consulting services for qualified retirement plans, to lead business development in Orange County, California.

Ever heard of a QDRIA? You might, if income solutions become an integral part of defined contribution (DC) plans.

More Americans want financial advice, especially about retirement: A substantial majority (86%) sought out retirement-related advice, a study finds. 

Financial analytics firm Cerulli Associates finds that nearly four in 10 (37.5%) exchange-traded fund (ETF) providers anticipate strong growth for taxable bond asset class ETFs.

Current workers should factor uncertainty about labor market outcomes into their retirement planning, a research paper concludes.

DALBAR Inc., which provides evaluation and accreditation of retirement plan service providers, has rendered a positive opinion on the methodologies used by the AXIS Retirement Analytics Platform.

Independent Financial Partners (IFP), a hybrid registered investment advisory (RIA), has hired Louis Hanna as its new director of recruiting.

An optimistic view of U.S. retirement preparedness depends crucially on assumptions about behavior that may not reflect real world activity, researchers suggest.