News

A legislative amendment could make it easier for participants to do a Roth conversion within a 401(k) plan – but not for as many as you might have...

After steep outflows of roughly $16.7 billion in January, exchange-traded funds attracted net inflows of more than $4.6 billion in February, according to the Morningstar Direct Fund Flows...

Karen Lisowski has joined Black Diamond Performance Reporting as vice president of sales.

Excluding domestic-stock funds, every other major asset class took in assets in February, according to the Morningstar Direct Fund Flows Update.

Morningstar's 2010 Target-Date Series Industry Survey finds target-date funds are performing well and becoming increasingly popular, but there is still room for improvement.

Russell Investments is expanding its manager research and consulting advisory services globally in an effort to deepen capabilities in less traditional strategies such as active commodities, private investments,...

Charles Schwab & Co., Inc. is expanding its fixed income offerings with four Municipal Bond Ladder Separately Managed Account (SMA) strategies managed by PIMCO.

There are in this--or perhaps any—business certain moments of epiphany that shed light and clarity,

Despite a proliferation of retirement income products and financial services firms’ best efforts to capture the retirement income market, no single leader has emerged in this space, according...

Nautical Capital Management LLC has launched its commodity-based absolute return strategies.

Eaton Vance Management has filed an application with the Securities and Exchange Commission (SEC) to create and operate five actively-managed exchange-traded funds (ETFs).

J.P. Morgan Investment Management Inc. has filed applications with the Securities and Exchange Commission (SEC) to create and operate an actively-managed exchange-traded fund (ETF) and two index ETFs.

Strategic Insight (SI), an Asset International company, has opened an office in London.

The U.S. Department of Labor has obtained consent judgments providing for restitution of more than $12 million by plan officials and service providers involved with the employee stock...

After the financial crisis whittled down the number of millionaires in the U.S., the number is recovering.

Mercer said its recent effort with Synapses Inc., a provider of personalized 401(k) education, products, and services, indicates using targeted employee communications can achieve better plan results.

Retirement Plan Advisory Group (RPAG) has announced that its proprietary Scorecard System will now track, monitor, and rank more than 300 exchange-traded funds (ETFs).

U.S. mutual fund investors put an estimated $30 billion into stock and bond mutual funds in February, according to Strategic Insight (SI), an Asset International Company.

The Principal Financial Group unveiled Web tools to help advisers with estate planning.

Men are more likely than women to be sexually active later in life, according to a new study conducted by University of Chicago researchers.