News

TIAA-CREF has appointed Tony Cox Head of Consultant Relations.

Just six months ago, business growth concern was the number one business concern among registered investment advisers (RIAs)—but now regulation has taken center stage.

Research by the Center for Retirement Research at Boston College (CRR) suggests employers with a relatively large share of employees wanting to stay past the traditional retirement age...

Convergent Retirement Plan Solutions and Archimedes Systems have jointly launched RothRetirement.com to help educate consumers about the 2010 Roth IRA conversion.

Former Citigroup senior executives Antonio Cacorino and Fredrick Chapey have formed StormHarbour Partners LP, an independent, 50-professional global markets firm which, through subsidiaries, will focus on capital markets...

Mercer launched "equity choice," a new online decision-support tool for employers offering an equity exchange program.

FTSE Group and Record plc, a specialist currency investment manager, have hashed out an agreement to create a new range of currency Forward Rate Bias (FRB) indexes.

The Internal Revenue Service (IRS) has finalized its list of guidance documents issued in the last 45 years dealing with 403(b) plans declared obsolete in light of the...

A new study found that pre-retirees can recover their lost savings.

Capital Group Inc. has appointed Jason Stefanelli as vice president and institutional sales director with Janus Capital Group Institutional.

When asked what level of detail they would like to receive in information about retirement plan fees, only 31% of workers surveyed said they prefer a highly detailed...

InvestorForce, a Wayne, Pennsylvania, software provider, announced an update of its InvestorForce Insight service it said will allow consultants to provide institutional clients with daily access to critical...

Bull Path Capital Management today announced the conversion of one of its long-short hedge funds into a long-short equity mutual fund, the Bull Path Long Short Fund (BPFCX).

Russell Investments has launched the Russell Frontier Markets Equity Fund, a multi-manager institutional fund with a specific frontier markets investment mandate.

The First Trust NASDAQ ABA Community Bank Index Fund (NASDAQ: QABA) is scheduled to begin trading on July 1.

SAM Sustainable Asset Management (SAM), a Zurich-based investment firm, has launched a new mutual fund for U.S. investors, the SAM Sustainable Global Active Fund.

UAT, a Denver-based technology and consulting company, has unveiled Unified Compliance and Control System (UCCS), a pre-trade compliance and real-time risk management system it says will bolster the...

Transamerica Retirement Services unveiled an audio tool to help financial advisers build and maintain profitable business in the growing small-plan retirement market.

A study found that employers strongly support making broader retirement and financial advice more accessible for workers.

It’s now been nearly three weeks since our Plan Designs conference in Chicago and, once again, I got so many interesting ideas, so much good information—well, I’m still...