News

With the renewed emphasis on investment risk management and portfolio diversification driven by the down economy, Cerulli Associates predicts international/global fixed income will be the next big product...

Michael Manning and Jeffrey Wallace have been named Regional Sales Directors for the DailyAccess Corporation.

Most industry players responding to the Securities and Exchange Commission’s proposed disclosure rules for target-date funds agreed with the idea of using charts and graphs to illustrate glide...

Three U.S. Senators, in a letter responding to Securities and Exchange Commission-proposed disclosure rules for target-date funds, recommended the agency expand on its proposals.

A recent TD Bank survey examined the confidence levels of those with varying degrees of financial literacy. 

Baby Boomers and those in Generation Y may not see eye-to-eye on what “good music” is these days, but good financial advice is easier to agree on. 

Sentinel Benefits & Financial Group (SBFG) has named Vanessa Watkins as Vice President. 

ING has named Dan Hanlon president of its Investor Channel within its Individual Retirement business.

John Hancock Retirement Plan Services (RPS) announced it will offer two suites of Lifecycle portfolios, providing participants a choice in 401(k) asset allocation options.

A new enhancement from Adhesion Wealth Advisor Solutions makes RIA portfolios and performance reports available to clients on their iPads. 

A new survey finds continued expansion of participant-friendly plan features. 

The SPARK Institute has released for public comment draft Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500.

Wolters Kluwer Law & Business has launched ftwPro Amend as part of its ftwilliam.com portfolio.

Mesirow Financial has been engaged to provide strategic asset allocation models for participants in client plans offered by Alliance Benefit Group (ABG). 

In an analysis of households that have converted to a Roth IRA, Fidelity Investments has found that a growing number of younger investors are making the conversion. 

Van Eck Global has scheduled the August 25, 2010, announced launch of its Market Vectors India Small-Cap Index ETF (SCIF). 

Wilmington Tryst has hired Carol Baldwin Moody as senior vice president and chief risk officer to head a newly centralized Enterprise Risk Management Division.

Northern Trust announced that Luke Howe has joined the Client Solutions Group at its asset management arm, Northern Trust Global Investments (NTGI). 

Chatham Partners announced that Luis Fleites has joined the firm as Vice President and Director of Multi-Client Research. 

Last week, Fidelity published some data from their quarterly analysis of participant activity.