News

AllianceBernstein has launched its Multimanager Retirement Strategies (MRS) target-date solution.

Clarity in Numbers, LLC (Clarity) today announced its addition of a new practice leader to consult with closely held businesses.

Account aggregator ByAllAccounts, Inc. and Cornerstone Revolutions, a provider of software and services for independent investment professionals, have announced a product enhancement.

The Internal Revenue Service is providing administrative relief for sponsors of defined contribution plans that were affected by the storms and other severe weather in several states.

Huntington Asset Advisors Inc., an investment advisory arm of Huntington Bank, has filed with the Securities and Exchange Commission (SEC) to establish and offer two actively managed Exchange-Traded...

As of June 1, 2010, OneFiduciary Group has joined forces with Shepherd Kaplan, LLC, an independent fiduciary.

Nationwide Financial Services, Inc is now providing enhancements to its variable annuity lineup. 

Employee Fiduciary Corporation, a 401(k) recordkeeper and third-party administrator, is opening a branch office in St. Petersburg, Florida, this month.

The DWS International Value Opportunities Fund will be rebranded, and the fund’s directors and shareholders have approved a new fund sub-adviser.

PLANSPONSOR’s National Conference last week featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics. ...

Just 30 days after its last distribution to holders of its frozen real estate fund, the Principal has made another payment.

As part of a rollout of tools and resources to help advisers transition to new cost basis reporting requirements, Charles Schwab announced a new report to help advisers...

BNY Mellon has made its first wealth management acquisition in Canada.

John Orecchio, a former investment adviser accused of misusing funds from six union pension plans, was sentenced to nine years and four months in prison and ordered to...

SevenHills Benefit Partners has joined United Benefit Advisors (UBA), an alliance of more than 140 independent benefit advisory firms located in over 165 offices throughout...

Investors’ belief in global economic growth and the ability of corporations to improve profits has significantly eroded, according to a recent survey of fund managers.

Bank of America Merrill Lynch plans to launch a discount online brokerage aimed at young and new investors on Monday, according to published reports.

Governments would have to report as a liability on their accrual-based financial statements the unfunded portion of their pension plan under a new proposal.

Nearly two-thirds of Baby Boomers fear outliving their money in retirement more than death, according to a new survey.

Charles Schwab has announced a new educational campaign to help young adults facing “financial firsts” as they graduate, start working and begin living on their...