Latest News


February 02, 2017

Investment Products and Service Launches

Charles Schwab Lowers Trade Commissions and Index Fund Fees; Symons Capital Releases Small Cap Equity Mutual Fund; Pantheon Targets DC Plans for Private Equity Strategies; and more.

February 01, 2017

New Tools Help Engage Hispanic Workers With Retirement Plans

“We’re encouraged by the results and are working hard to expand the program to more plan sponsors,” says Carlos Rojas, director of consumer and cultural engagement at Principal, about the firm's new Hispanic market outreach program.

January 31, 2017

Robo-Adviser Evolves with a Human Touch

Betterment will now offer three different plans including a premium option offering investors access to licensed financial experts who can offer advice and monitor their accounts year round.

January 31, 2017

Report Discusses Best Practices for Wellness Programs

The Financial Finesse report discusses the official definition of workplace financial wellness, the cost savings of an effective financial wellness program, measuring the return on investment (ROI) of financial wellness programs and best practices for financial wellness programs.

January 31, 2017

Prudential’s New App Measures DC Plan Health

Plan Power by Prudential evaluates a range of plan design features, so financial advisers can help plan sponsors see how making certain changes could result in positive participant behavior.

January 26, 2017

Investment Products and Service Launches

Janus Capital Releases Fiduciary Focused Share Classes; TIAA adds Guaranteed Income Components to TDFs; Virtus Launches Municipal Bond ETF; and more.