News

Wells Fargo and its Evergreen Funds affiliate have been tidying up their fund lineups.

Institutional investment consultant Rogerscasey has struck a deal with Lowenhaupt Global Advisors (LGA) to offer Rogerscasey’s institutional investment expertise to families and individuals served by Lowenhaupt Global Advisors.

The attempted bombing of an Amsterdam-to-Detroit flight Christmas Day is not putting much of a crimp in business professionals’ travel plans, according to a new survey.

Researchers studying how best to get women and low-income workers to save for retirement were able to achieve a 56% enrollment hike among their target audience at Dartmouth...

WACO Community Schools of Wayland, Iowa, will continue offering the state’s 403(b) retirement plan to employees, after staff spoke out against its elimination.

Freedom One Financial Group has added vWise SmartPlan Enterprise to its education and communication service offering to plan participants.

The U.S. Department of Labor (DoL) announced the publication of a final rule to protect employee contributions deposited to small pension and welfare benefit plans with fewer than...

AXA Distributors, LLC, the annuity wholesale distribution unit of AXA Equitable Life Insurance Company, now offers an educational program about retirement income planning for financial professionals.

Dow Jones & Company rolled out a new service to provide financial advisers market, investment, and practice management news and analysis.

The Securities and Exchange Commission (SEC) didn’t waste a breath in filing additional charges against Bank of America (BofA).

GE Asset Management (GEAM) has named Chris Adey to the newly created role of global consultant relations leader.

BlackRock, Inc. said that global exchange-traded-fund (ETF) assets hit an all time high of $1 trillion at the end of 2009.

Archimedes Systems has announced the appointment of Stephen Daniels as director of Retirement Planning Solutions.

The U.S. Department of Labor (DoL) has filed suit against the owners of a bankrupt Chicago-area company for diverting their employees’ health care premium payments and 401(k) contributions...

DoubleLine Capital LP, the money management firm started last month by star bond fund manager Jeffrey Gundlach, is gearing up to offer some new funds.

Defined contribution (DC) plan sponsors said reviewing plan-related expenses was the most important fiduciary action they took over the past year, according to a Callan Associates survey.

While the 529 market is growing, the Financial Research Corporation (FRC) found that a large number of adviser-influenced account owners bypass traditional adviser-sold plans.

Charles D. Cahill has joined Cassidy Retirement Group, a Concord, Massachusetts-based retirement plan consulting firm, as a consulting actuary.

The nation’s economic downturn has prompted plaintiffs’ lawyers to increase the pace of filing of class action lawsuits to recover 401(k) plan losses under the Employee Retirement Income...

To meet “Americans' growing need for financial guidance,” Northwestern Mutual said it plans to recruit more than 2,300 financial representatives and more than 2,500 financial representative interns in...