News

Long-term mutual funds roared back in January with nearly $30 billion in estimated inflows, according to Morningstar’s latest data.

Having broken the $1 trillion milestone in December, many questioned whether inflows into U.S. ETFs had become overheated, according to Morningstar.

Panelists at the Virtual PLANADVISER National Conference discussed ways advisers should reconnect with plan sponsors and sweep away some of the old cobwebs surrounding retirement plans. 

A federal judge in Pennsylvania ruled that Lincoln National Corp. can argue that its actions as fiduciaries did not cause the plaintiff's investment losses.

Federal regulators issued a series of advisory opinions from correspondents asking for interpretations of the Employee Retirement Income Security Act (ERISA).

Despite a lack of major upgrades to adviser-oriented Web sites, a recent report found overall improvements to online tools regarding annuities offered by financial services firms.  

PNC Wealth Management released survey results this Valentine’s Day that show not everything is harmonious with couples in terms of financial concerns.  

As Valentine’s Day looms, you have perhaps seen those increasingly ubiquitous advertisements for a certain online florist. 

Two trade groups have applauded the U.S. Department of Labor’s proposed redefinition of a fiduciary, but suggested a handful of improvements.

Small-business owners are slowly starting to realize that they can’t handle retirement planning on their own, according toE. Thomas Foster Jr., Vice President and National Spokesperson of The Hartford's...

Standard & Poor's launched a series of indexes intended for investors with varying risk-reward profiles.

A federal judge in Texas gave final approval to a $2.4-million settlement of a class-action suit against RadioShack for breaching its fiduciary duty.

Strategic Insight, an Asset International company, estimates that investors poured an additional $10.9 billion into exchange-traded funds (ETFs) in January 2011.

U.S. mutual fund investors added about $34 billion in net cash to U.S. stock and bond mutual funds in January 2011.

Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, has added alternative investments specialist Altegris Advisors as a portfolio strategist. 

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) delayed the implementation of its new 408(b)(2) fee disclosure rules by six months.

Sponsors applying to the Internal Revenue Services' (IRS) Voluntary Correction Program (VCP) may be able to save some money in the process.

Glenn Dial has left J.P. Morgan Asset Management to reportedly take a role with Allianz Global Investors.

Many advisory firms grapple with the possible benefits (or consequences) of participating in a merger or acquisition; a panel at the inaugural Virtual PLANADVISER National Conference discussed the...