News

Three out of four advisers employ at least one social media platform to engage clients and pursue new business, according to a recent Putnam Investments survey.

Technology-based rollover and financial planning services provider Wealth Management Systems Inc. (WMSI) has acquired S&P Capital IQ’s Financial Communications business.

Rising interest rates and the expectation for the Federal Reserve to begin tapering off its bond-buying stimulus program do not necessarily imply diminishing returns for fixed income securities.

Small companies (10 - 499 employees) face retirement plan coverage and participation, as well as employee retirement readiness, challenges, a report suggests.

Total U.S. retirement assets were $20.9 trillion as of June 30, according to a recent analysis from the Investment Company Institute (ICI).

Periods of depressed performance and significant volatility should not scare portfolio managers and their clients away from emerging markets, especially when a bottom-up investment approach is used to...

An increasing portion of the work force is older than age 60, but this is not negatively affecting workforce productivity.

American United Life Insurance Company (AUL), a OneAmerica company, has launched an asset-allocation program for participants called OnePath Portfolios.

It can make good sense for an adviser to share plan responsibilities when it is likely to lead to improved outcomes or reduced costs.

Mid Atlantic Trust Company and Northern Trust rolled out a suite of Northern Focused Portfolios (NFP) model portfolios on Mid Atlantic’s ModelxChange platform.

Matrix Financial Solutions, a Broadridge company, released a practice guide to help advisers understand proposed changes to ERISA fiduciary rules.

Advisers who include corporate services and executive benefits as part of their standard offerings to executive-level clients are better able to win the right to also manage those...

Financial services and investment management firm Lincoln Financial Group added two client relationship managers to its retirement plan services lineup.

United of Omaha Life Insurance Company, a subsidiary of Mutual of Omaha Insurance Company, joined the Penbridge Advisors Pension Risk Transfer (PRT) Database.

Investment management firm Neuberger Berman Group LLC introduced its latest Emerging Markets Income Fund, which will trade under the tickers NERAZ, NERCX, and NERIX.

Institutional investment manager Commonfund grew its San Francisco office through a series of hires and relocations.

Participants want advice they can trust, often feel they can’t afford it and take positive action when they get it, a survey found. 

The HR and benefits consulting firm Buck Consultants appointed Joanne Jacobson as principal and Employee Retirement Income Security Act (ERISA) compliance consultant.

A new survey has found that some are still skeptical about the value of online education.

Fiduciaries of defined contribution (DC) retirement plans are becoming increasingly challenged to carve out time for their responsibilities and are looking at outsourcing some of them, according to...