News

Research from Hearts & Wallets finds retirees struggling to understand how they should use money from various sources in retirement. 

Older investors’ trust in financial services institutions and advisers appears to have dropped to a new low, according to research from Hearts & Wallets.

Institutional investment managers expect global inflation to increase and interest rates to rise in the coming months as economic growth accelerates, according to a Northern Trust survey.

The American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Independent Retirement Plan Advisors (NAIRPA) suggested a few additions and modifications to target-date fund disclosure...

ETFS Physical Asian Gold Shares began listing on the NYSE Arca on Friday, trading under the ticker AGOL, ETF Securities announced. 

Barclays Bank PLC has launched a series of iPath Exchange-Traded Notes (ETNs) linked to the inverse performance of the S&P 500 VIX Short-Term Futures Index Excess Return. 

A recent Charles Schwab survey indicates that men seek financial help less often than women, and also report making more financial mistakes.

A BNY Mellon/Finadium study found many retirement plan sponsors are reducing the benefits they offer or looking to rebalance funding between employers and employees.

Greg Fleming has been named president of Global Wealth Management at Morgan Stanley.

The ERISA Industry Committee (ERIC) submitted to the Treasury Department and Internal Revenue Service (IRS) a series of letters on proposed and final regulations about cash balance and...

Financial Research Corporation (FRC) has tapped Matthew J. Schott as Vice President, Retirement Income Practice Leader.

In a letter to the Employee Benefits Security Administration (EBSA), the SPARK Institute expressed support for the proposal, but suggested modifications "

Liberty Street Advisors has launched the Center Coast MLP Focus Fund, an open-end mutual fund, which will invest in midstream energy infrastructure master limited partnerships (MLPs).

Scott Lamb will work with Loring Ward's broker/dealers and provide value-added solutions to help advisers better serve their clients. 

Acadian Asset Management LLC has launched the Acadian Emerging Markets Debt Fund, a series of the Advisor’s Inner Circle Fund Series Trust. (AEMDX).

Recently released rules by the Internal Revenue Service (IRS) regarding cash balance and other hybrid pension plans may result in more interest from employers, according to Towers Watson.

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

Mercer released its list of suggested New Year’s Resolutions for defined contribution sponsors; something a plan adviser may want to pass forward. 

The Internal Revenue Service’s “Saver’s Credit” is available to low-to-middle income workers who are saving for retirement, yet very few workers who may be eligible know it exists.

Ninety-four percent of Americans are hoping to manage their money better this year, according to an ING survey. This is slightly higher than the global average; 89% of...