News

Eagle Asset Management, Inc. has hired Donald J. Pepin as Director of Institutional Sales. 

eVestment Alliance, a global provider of institutional investment data intelligence and analytic solutions, has acquired Channel Capital Group, owner of HedgeFund.net, a source for hedge fund data, research,...

The latest Principal Financial Well-Being Index finds workers who use the help of financial professionals are more confident in the adequacy of their retirement savings than those who...

Schwab Advisor Services has published a new white paper focusing on legal and regulatory considerations for advisers looking to transition to an independent RIA business model.  

What are the definitions of plan and provider success and how do you measure it them?

Exchange-traded funds are not ready for 401(k)s yet.

The U.S. Department of Labor has released the Form 5500 Version Selection Tool to help plan sponsors determine which version of the form to use and which schedule...

Industry professionals, associations, and lawmakers are applauding the Labor Department’s decision to reevaluate its proposed changes to the definition of a fiduciary.

Bank of America has hired 180 financial advisers to join the Merrill Edge wing of the banking giant.   

Plan sponsors and participants have become more conservative in recent years, leading them to stable value products that preserve capital and deliver steady returns, according to a white...

Invesco is adding a consulting series to its PlanForward program, designed to help advisers and consultants build a compelling value proposition and enhance their brand recognition.

GuidedChoice has launched Retirement Readiness, a solution that allows retirement plan participants to see how prepared they are for retirement and helps them take action to improve their...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will re-propose its rule on the definition of a fiduciary.

Lincoln Financial Distributors (LFD) has added three regional sales directors to its Institutional Retirement Solutions Distribution (IRSD) team.

Fidelity Investments has expanded its Spartan equity index mutual fund line-up with five low-cost funds.

Pentegra Retirement Services is acquiring National Life Group’s qualified plan administration business.

The new fiduciary designation, Global Fiduciary Strategist (GFS), is being offered by 3ethos, a fiduciary training firm.

Multiple employer plans (MEPs) can offer a cost-effective solution for companies that want to offer a retirement plan for their employees. How can you incorporate this growing plan...

Last week the Senate Finance Committee held a hearing on “promoting retirement security.”   

Who says defined benefit plans are dead? Panelists at the PLANADVISER National Conference in Orlando last week discussed the potential future of plan types other than defined...