News

UBS Wealth Management Americas announced plans to rebrand and relaunch its equity plan business under the moniker UBS Equity Plan Advisory Services.

Retirement income from private-sector retirement plans has become more common, according to a new study.

Defined contribution (DC) plans currently account for approximately half of participants’ total investable wealth, according to the Cogent Research DC Participant Planscape Study.

Allianz Global Investors offers its web-based Target-Date Tool Set for retirement plan advisers.

The Dietrich Pension Risk Transfer (PRT) Index increased during September, growing from 94.77 to settle at 96.19 as of October 1, 2013.

Massachusetts Mutual Life Insurance Company (MassMutual) opened a branch in Phoenix, Arizona, establishing the company’s first corporate office in the western United States.

Investors who are younger and have less wealth are content with their financial advisers, but also quicker to leave them, according to Spectrem Group research.

Older Americans’ views on retirement are changing, with fewer people seeing it as a complete exit from the world of work, according to a new survey.

AllianceBernstein now offers a non-revenue share class for a select group of mutual funds.

Principal Financial Group has released Principal SERP Select to help owners of growing businesses provide key employees a way to better prepare for retirement.

The industry-wide focus on improving fee transparency and reasonability has not significantly reduced litigation risks for financial advisers and others acting as retirement plan fiduciaries, according to Dan...

fi360 has acquired IPS AdvisorPro, a cloud-based technology that helps financial advisers develop customized investment policy statements (IPS).

401(k) recordkeeper and plan administrator PAi has agreed to provide support for United Planners’ advisers.

Rich Ginel joined SageView Advisory Group as a retirement plan consultant based in the Knoxville, Tennessee, office.

The holidays are just around the corner. But Black Friday can also mean Red Tuesday for some shoppers.

Washington’s warning to slash tax-deferral incentives associated with 401(k)s and individual retirement accounts (IRAs) tops advisers’ challenges in 2014, according to Brian Graff, executive director of the American...

AllianceBernstein now offers a non-revenue share class for a select group of mutual funds.

A report from the Financial Industry Regulatory Authority (FINRA) scrutinizes  conflicts of interest in the broker/dealer industry to highlight effective practices to eradicate such conflicts.

Vanguard announced intentions to streamline its investment offerings by merging five funds that have similar objectives and investment strategies.

Charles Schwab added 16 exchange-traded funds (ETFs) to the Schwab ETF OneSource platform, bringing the total number of ETFs available through the platform to 121.