A series of recent district court decisions show strong deference for the DOL’s right to promulgate a more aggressive fiduciary standard—how relevant the decisions will remain under President...
Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings.
Women’s two top financial worries are running out of money in retirement and managing the rising costs of health insurance, and 30% of women have turned to a...
The latest results of the Fidelity Advisor Investment Pulse survey show advisers continue to focus on implementation of new fiduciary controls across different elements of their practices.
The iRetire platform estimates annual retirement income and helps advisers guide their clients through different strategies that can close the income gap.
Plaintiffs from the Caterpillar retirement plan feel the price paid for advice was too high and was not transparently tied to the level of service delivered.
Even though more than half of Americans don’t know the difference between a fiduciary financial adviser and one who isn’t, the majority believes it’s important for advisers to...
Many of the questions advisers and providers have asked about the Department of Labor fiduciary rule relate to the line drawn between fiduciary and non-fiduciary client communications.
A new series of white papers from Fiduciary Benchmarks asks the challenging question, “Who has the job of determining whether an adviser’s compensation is reasonable?”
Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers.