Hewitt Associates clients will soon see a familiar face: Ari Jacobs has rejoined the company as the North American Retirement Solutions Leader, the company said.
John Costas, the former head of UBS’s investment bank, is setting up a full-service boutique in New York for institutional clients, according to news reports.
Robert J. Callanan, Jr. has been named a Managing Director at UBS, supporting corporate plan sponsors and providing wealth management and education services to their stock plan employees...
Forward Management, LLC, investment adviser to the Forward Funds, will add the Kensington Funds from the Kensington Investment Group, Inc., to the Forward Funds series.
Smith Barney has added the PLANSPONSOR Retirement Professional (PRP) designation to the list of the firm's approved designations for financial advisers.
Morgan Stanley plans to shell out as much as $3 billion to keep Morgan Stanley and Smith Barney brokers aboard the joint venture, according to news reports.
ADP Employer Services and GuidedChoice, a provider of investment advice and managed account services, have announced a partnership to provide personalized advice to ADP retirement plan recordkeeping clients...
U.S. Retirement Partners, a 403(b) benefits administrator, announced that it has acquired a Florida group to be part of its national network of providers serving the K-12 teacher...
Fidelity Investments says that Anthony W. Ryan has been named the firm's new head of Asset Management Strategy and Product Development, effective February 23, 2009.
ProFunds Group, which touts itself as the world’s largest manager of short and leveraged funds, says that Joanne M. Hill has joined the firm as head of investment...
JPMorgan Funds has named Jeffrey Chase as head of Southeast regional sales in the defined contribution investment-only business, the company announced.