News

Compass Efficient Model Portfolios (EMP) has launched the Compass EMP Alternative Investment Fund (CAIAX, CAICX, and CAITX).

Lazard Asset Management LLC has announced the launch of the Lazard Global Listed Infrastructure Portfolio (GLIFX, GLFOX), available to both institutional and individual investors.

The Internal Revenue Service (IRS) has released an in-depth primer on how taxpayers can voluntarily better comply with regulations governing documents for nonqualified deferred compensation plans.

Investment management firm Lord, Abbett & Co. LLC (Lord Abbett) said today that it will waive the annual custodial fee for every new Lord Abbett IRA opened between...

Employers need to take steps to make defined contribution (DC) plans better primary savings vehicles, said Jamie Kalamarides, senior vice president of retirement solutions at Prudential Retirement.

TIAA-CREF announced it has kept its holdings in only one of five companies it targeted last year for potential divestment over their business relations with the government of...

H&R Block Inc will pay as much as $20.2 million to settle a New York lawsuit accusing it of fraudulently marketing individual retirement accounts (IRAs) that charged hidden...

Huntington Funds has launched a new fund to tap into emerging markets.

SunTrust Banks Inc. is trying to sell RidgeWorth Investments, its multi-boutique asset management business, people familiar with the matter said on Monday, according to Reuters.

WisdomTree has launched the WisdomTree International Hedged Equity Fund (HEDJ).

Diversified Investment Advisors, Inc., has announced that Brodie Wood has been promoted to vice president and 403(b) market leader of the firm’s not-for-profit (NFP) practice.

Major U.S. stock indexes ended what turned out to be a good year on a sour note—albeit on very light trading volume.

Kring Financial Management has developed a solution for investors who want to manage their retirement plan investments proactively.

San Francisco-based RS Investments has announced the launch of three new fixed-income funds.

What might the year past mean for the year ahead - on fee disclosure, target date funds, investment advice?  

The latest Employee Benefit Research Institute (EBRI) Issue Brief examined how current health reform legislation being debated in Congress will impact the future of retiree health benefits.

Converting from a traditional IRA to a Roth IRA might come with a hefty price, according to a new analysis by the National Center for Policy Analysis (NCPA).

Transamerica Asset Management Group (TAMG) has extended indefinitely the reduction to the purchase threshold for NAV purchases of Transamerica Short-Term Bond announced earlier this year.

National Planning Holdings, Inc. (NPH), said it has promoted Brian Sward to vice president of due diligence.

Prudential Financial, Inc., has completed the sale of its minority joint venture interest in Wachovia Securities Financial Holdings, LLC, including Wells Fargo Advisors, to Wells Fargo & Company,...