Half (51%) of advisers agree that having a fiduciary standard is an “extremely” or “very” big differentiator when attracting new clients, according to ByAllAccounts, Inc., an account aggregation...
More than three-quarters of retirement plan sponsors have emerging markets equities in their investment lineups or are considering adding them, according to a Grant Thornton survey.
Franklin Templeton created a guide to help advisers and their clients understand how global investments may increasingly serve as a core component within portfolio allocations
Raymond James Asset Management Services and RiverFront Investment Group announced four model portfolios on the Raymond James Freedom Unified Managed Account platform.
The majority (55%) of Gen Yers have not started to save for retirement, and fewer than a quarter (21%) are actively planning for retirement, according to Scottrade.
A Franklin Templeton Investments survey found 71% of advisers believe the greatest investment opportunities over the next decade will be outside the U.S.
The DC Plan Investment Council is advocating that advice to participants by a plan adviser at the time of a distributable event should not be a prohibited transaction.
Defined contribution plans using automatic enrollment increased plan participation rates by nearly 30%, according to a study, but the contribution rate at enrollment is too low.
ETF flows eased their pace for the second consecutive month, but ended in the black with a roughly $6.8 billion monthly inflow, according to the Morningstar Direct Fund...
Flows into long-term mutual funds hit $27.9 billion in February, nearly matching January’s total of $29.8 billion, according to the Morningstar Direct Fund Flows Update.
Transamerica Retirement Services unveiled a mobile application that it says allows employees to enroll in a retirement plan in as little as three minutes.