News

OneAmerica will acquire City National Bank’s San Diego-based retirement services recordkeeping business.

 J.P. Morgan Asset Management has launched its first exchange-traded fund (ETF), JPMorgan Diversified Return Global Equity.

BlackRock has added two new strategies to its series of LifePath target-date funds (TDFs) that apply principles from the firm’s latest research into glide path investing.

Francis (Frank) M. Gregory III was appointed to the new position of chief distribution officer at BPV Capital Management.

A Worksite platform integration lets LPL advisers and reps offer plan sponsors and plan participants access to The Guardian Choice and The Guardian Advantage products.

One lesson Stuart Ritter, of T. Rowe Price Investment Services, strives to impress on the public is that $25,000 saved and $25,000 borrowed are far from equivalent.

Only 17% of advisers have a formal succession plan, according to a survey of 771 advisers by SEI.

Compliant-ready messages on a range of topics are available to Voya’s 2,400 affiliated advisers and registered representatives.

A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination testing for the 2012 plan year.

A new report finds that Pension Benefit Guaranty Corporation (PBGC) premium increases would negatively impact the defined benefit (DB) pension system.

Generations X and Y K-12 educators would prefer to learn about financial planning issues at work, and there are certain areas in which they need more education, a...

The state of the economy can impact the risk tolerance of a portfolio recommended by an adviser, a paper finds. 

A new analysis from the Employee Benefit Research Institute (EBRI) shows preretirement 401(k) account withdrawals often have a negative impact on long-term wealth accumulation.

The Retirement Plan Exchange is designed to reduce administrative burdens on plan sponsors.

David Hiss has joined John Hancock Retirement Plan Services as a regional vice president, responsible for sales and relationship development in the Chicago Metro area.

Edward Jones surveyed adults on the planning activities they spend the most time on: retirement, vacation, higher education or making a...

FCRC Apps, the technology developer behind eFiduciary.net, has added the new “SkyBoks” document upload and management feature to its suite of Web-based fiduciary governance tools.

Insurance providers plan to continue to scale back offerings of lifetime income products, according to new research from financial analytics firm Cerulli Associates.

More than eight in 10 Americans (83%) are optimistic about their financial future, says a new survey from Lincoln Financial Group.

TL Ventures Inc. has settled with the Securities and Exchange Commission (SEC) in a case involving pay-to-play rules for investment advisers.