Negligible nationally

Gone sailing. Principal Financial Group may be retiring Eddie, the firm’s advertising mascot for the past 10 years, but the “every man” cartoon character should be able to enjoy his golden years thanks to the financial planning advice he advoc...

Research shows that clients are likely too optimistic about income growth in the latter part of their careers.

Make the call. Financial Engines announced Wednesday that 401(k) plan participants can now call a Financial Engines advisor for no additional charge, regardless of whether or not they use the company’s investment advisory services. Similar to ...

NextCapital is making retirement planning the focus of its enterprise digital advice software with a major upgrade to its 401(k) platform. With new portfolio tracking and account aggregation features, NextCapital's 401(k) Digital Advice Platfo...

Yield. Consumers can’t always trust the advice they get from Social Security, Money magazine’s Philip Moeller reports. Many investors utilize the “start-stop-start” method when taking their benefits, which basically equates to claiming Social ...

Helping clients face the facts of growing older.

Someone had to be first. Folio Investing and Folio Institutional announced Tuesday that it would be the first broker/dealer to offer NextShares, the actively managed funds that look like exchange-traded funds, directly to individual investors...

Saving for their future. | Glen Cooper/Getty Images September is known as college savings month, and Ascensus College Savings, a 529 plan provider, is marking the occasion by launching Learn529.com, a website to educate families about college ...