News

Mesirow Financial is introducing its POLICE Report, which actively monitors and evaluates investments based on quantitative and qualitative criteria.

As of January 1, 2011, Ameritas Retirement Plans, a division of Ameritas Life Insurance Corp., is the new name for UNIFI Companies Retirement Plans, in all states except...

The stock fund gains seen in December are likely a temporary development, with investors expected to continue their focus on income and risk avoidance through 2011.

Franklin Templeton Investments has introduced the Franklin World Perspectives Fund, an actively-managed, global growth equity fund.

Victory Capital Management announced it is eliminating minimum asset thresholds for retirement plan investors.

President and CEO of SIFMA, Tim Ryan, said above all else, we need to “get it right;” it being the implementation of the Dodd-Frank Act.    

More than 70% of institutions expect alternatives to account for more than 10% of their portfolios over the next five years, according to a Morningstar survey.

The first wave of Boomers, those born between 1946 and 1955, are entering retirement with 12% fewer assets than they had four years ago.

BNY Mellon Asset Servicing is adding a section on its Workbench platform to address the influx of industry rules and regulations.

The Principal has published a white paper that aims to help advisers guide their plan sponsor clients through the search for the best-fitting retirement plan provider.   

Somewhere over the course of your academic or professional career, I’m sure you’ve been exposed to any number of group exercises.  

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.