News

As an adviser to workplace retirement plans, you’ve helped participants save money for retirement, but when they’re ready to retire, will they turn to you?

Women are narrowing the gap between their financial literacy and that of their male counterparts, Financial Finesse finds.

Advisory firms will have significant opportunity for growth over the next decade, according to Schwab Advisor Services, but success will require new strategies to win “Generation Now.”

Wealth management in high-net-worth families is complicated by relationships, and the vast majority of families believe a session with a financial adviser would benefit their children, a study...

The Department of Labor’s (DOL) ERISA Advisory Council is examining practices for outsourcing employee benefit plan services.

Retirement plan advisers can deliver significant value by helping sponsor clients address the shortcomings of prepackaged TDF solutions, says Tara Mashack-Behney of Conrad Siegel Investment Advisors.

Asset International, the parent company of PLANSPONSOR and PLANADVISER, has been acquired by middle market private equity firm Genstar Capital.

J.P. Morgan Retirement Link, the firm’s retirement plan administration solution for small and mid-size employers, has gone mobile with a new iPhone and Android application.

Independent broker/dealer firm First Allied Securities Inc. launched the new Pentameter practice management portal and integrated business consulting process for financial advisers.

FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has rolled out its Investment Provider Xchange (IPX) platform.

The companies of OneAmerica have implemented a new three-region sales and distribution structure for retirement services.

BMO Retirement Services lays out four key reasons asset consolidation benefits participants.

ComputerSupport.com, a provider of cloud computing and digital security solutions, has expanded its compliance support and remote information technology capabilities for use by financial advisers and broker/dealers.

Slightly under half of investors own pets, and the few who own more than four are the wealthiest, a survey finds. 

Big mergers and acquisitions have altered the defined contribution (DC) retirement plan industry in recent years, leading some to ask what it all means for sponsors and advisers.

Despite the 2,800 rules, benefits can be amped up with the right Social Security planning, says Financial Engines, which rolled out a planning service to help near-retirees maximize...

The use of collective investment trusts (CITs) is highest among defined contribution plans with at least $250 million in assets, according to Cerulli Associates.

Nearly one-third of workplace retirement plan participants polled have taken one or more loans against retirement savings—and 44% of them later regretted the decision.

More than half (52%) of retirement plan participants have used online tools to calculate their retirement income needs.

Women are feeling confident and many are taking the lead in making household financial decisions, according to a new study by Ameriprise Financial.