News

Building a portfolio to succeed in different return environments is an increasingly important goal of active asset managers—and explaining often-complex strategies is another.

At year-end 2013, retirement account assets were $19.018 trillion, according to Spectrem Group’s Retirement Market Insights Report 2014.

The Center for Due Diligence (CFDD) launched a liquid alternatives Web page designed to help manufacturers, distributors and advisers of these products.

The Pension Benefit Guaranty Corporation (PBGC) outlined a proposal it says makes it easier for participants in defined contribution (DC) plans to get higher returns and get lifetime...

Defined contribution (DC) plan sponsors are evaluating their current target-date funds (TDFs) and considering whether or not custom TDFs are a better option, a survey shows.

New research indicates it is probably reasonable to say about 50% of private-sector workers participate in a retirement plan.

Alliance Benefit Group North Central States, Inc. launched a new mobile application that provides users with centralized access to retirement and health-related savings accounts.

Technology now touches nearly every aspect of an adviser's practice, from relationship management and client retention to communication, referrals and client interaction.

Scott Schaerer joined Pentegra Retirement Services as a regional director in charge of qualified plan sales and business development on the West Coast.

The Securities and Exchange Commission (SEC) released guidance aiming to clarify how the testimonial rule barring certain marketing practices under the Investment Advisers Act applies to social media.

A lawsuit filed by the Massachusetts Bay Transportation Authority (MBTA) pension fund claims New York investment manager Alphonse Fletcher Jr. defrauded investors of $50 million.

CenterSquare Investment Management, Inc. has launched the CenterSquare Value-Added Fund III, L.P.

New investment services technologies will strain existing financial advice models, but the same factors should continue to define who succeeds in the marketplace.

J. Scott Davison will begin serving as chief executive officer for the companies of OneAmerica on April 1.

Thirty percent of respondents to a recent survey note a higher plan participation rate for nonqualified deferred compensation (NQDC) plans.

Many retirement plan committees do not have a charter, and often those that do find it fails to provide adequate guidance because it is not specific enough to...

When recruiting, don’t automatically look past wirehouse advisers, says Neal Simon of Highline Wealth Management, because they might be a firm’s value add. 

Retirement plan sponsors have a two-year window to adopt newly updated pre-approved plan documents.

FCRC Apps LLC, a financial services application developer, added a new embedded surveying feature to its suite of digital fiduciary governance support tools offered through eFiduciary.net.

For February, the average cost of purchasing annuities from an insurer decreased slightly from 108.5% to 108.4% of the accounting liability, according to the Mercer U.S. Pension Buyout...