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Only one-third of affluent Baby Boomers rely on outside advice when making financial decisions.

Don’t assume your clients are comfortable with fees just because they don’t say anything.

The ERISA Industry Committee (ERIC) has issued a proposal for a platform of lifetime security benefits aimed at easing employer strain, increasing individual responsibility, and providing equality of...

Chicago-based investment consulting firm Clark Strategic Advisors, Inc. (“CSA″) has become Stratford Advisory Group, Inc.

Aurora, Illinois-based Sikich LLP has announced the formation of a new subsidiary, Sikich Retirement Plan Services LLC.

Wachovia Retirement Services has released a product to help plan sponsors gauge the health of their retirement plans and give them suggestions on how to improve the plan.

Yesterday, the Securities and Exchange Commission (SEC) announced the distribution of $73 million to a second group of investors harmed by fraudulent market timing in the PBHG Funds...

If you drive to work, you’re not alone.

Sixty-six percent of workers believe they need less than 80% of pre-retirement income to maintain their current lifestyle in retirement.

MetLife’s new free publication, focused on helping women prepare for retirement, addresses topics such as how much money will be needed for retirement and what investment options might...

Ceridian Corp., which last month agreed to be bought by private equity firm Thomas H. Lee Partners and Fidelity National Financial Inc., said on Wednesday it would be...

About one-fifth (21%) Ultra High Net Worth (UHNW) professionals consider themselves 'adviser dependent.'

A report released by the U.S. Census Bureau on Wednesday provides information on new businesses and payroll that may aid advisers in finding new clients.

BenefitStreet, Inc. has launched a new program designed to help advisers introduce exchange-traded funds (ETFs) to 401(k) plans.

In response to a survey showing that investors are concerned about climate change and alternative energy, Calvert has introduced the Calvert Global Alternative Energy Fund.

Mercer announced Wednesday that Barbara Marder has been appointed Global Defined Contribution Consulting Leader at Mercer, effective immediately.

More than three-quarters (85%) of participants in 401(k) and other defined contribution plans say they would use general retirement planning services if available.

Dow Jones Indexes has announced it will change the emerging markets index component of its global Dow Jones Target Date Indexes, effective at the close of business June...

Investment firm Scott&Stringfellow Capital Management Inc. is collaborating with its holding company to offer a defined contribution retirement plan product for small- and medium-sized businesses.

On Monday, Russell Investment Group released the companies that will be part of the firm’s annual reshuffling of the Russell 3000 Index.