Towers Watson published a report analyzing investment rates of returns in defined benefit (DB) and defined contribution (DC) plans before and after the recession.
Merrill Lynch has developed mobile applications for the iPhone, iPad, and BlackBerry devices, for clients of Merrill Lynch Wealth Management and Merrill Edge.
Managed accounts software provider Peridrome found an expected increase in the adoption of models-based distribution and newer products in a recent survey.
The U.S. Department of Labor (DoL) sued Coin Builders LLC of Wisconsin Rapids and its president, Joseph Kreeger, to restore more than $1.3 million plus interest to the...
Perhaps it’s because they’re less likely to have a mortgage or other financial burdens, but Gen Y defines “financial success” as putting money aside for long-term goals, whereas...
National Investment Managers, a retirement plan administration and investment management company, has agreed to be acquired by an entity owned and controlled by Stonehenge Opportunity Fund III.
The Dodd-Frank Act, target-date funds, and the evolving role of a fiduciary were some of the topics Frederick Reish and Robert Kaplan touched on at the ASPPA 401(k)...
Those wishing to comment on a pending regulatory proposal to revamp the definition of a fiduciary under the Employee Retirement Income Security Act (ERISA) now have more time...
Forty percent of millionaires expect a call-back from their financial adviser within two hours, according to Spectrem Group's “Millionaire Investor 2010” survey.