News

ProTracker Software, Inc., announced the launch of ProTracker Cloud, a hosted remote client relationship management (CRM) solution.

BrightScope said its new Personal 401k Fee Report product allows 401(k) plan participants to figure out what they pay in fees.

SunGard has launched MyWealthSeries, a set of online financial planning tools for advisers to offer their clients and prospects from their own Web sites.

Participants who were inclined to rebalance their accounts in 2009 tended to follow the market, according to a new report.

Index provider FTSE Group and the EDHEC-Risk Institute have launched a new set of “risk efficient” indexes.

Two teachers have filed a lawsuit against VALIC, claiming the firm misled them about purchasing annuities for their 403(b) accounts.

As the defined contribution (DC) arena becomes more complex and competitive for financial advisers, Morgan Stanley Smith Barney (MSSB) is focusing its efforts on a lineup of retirement...

Fiduciary Investment Advisors, LLC says that Christopher Rowlins has joined the Windsor, Connecticut-based firm as a consultant.

A Department of Labor (DoL) administrative law judge has rejected the appeal by a 401(k) plan administrator of an $86,500 civil penalty, ruling that bankruptcy did not relieve...

A listing of the fastest-growing active fund managers in 2009 includes mostly smaller firms.

U.S. investors’ use of bond mutual funds reached record levels in 2009.

Fund managers polled late last year were significantly more optimistic about their business prospects than those surveyed at mid-year, according to Cerulli Associates.

In 2009, exchange-traded funds (ETFs), including exchange-traded notes (ETNs) drew $114.4 billion in net inflows, according to Strategic Insight, an Asset International company.

Kravitz, provider of cash balance plan design and administration, is launching a series of free Cash Balance Administration workshops and Webinars for plan sponsors.

Schwab Performance Technologies (SPT), a provider of technology solutions for registered investment advisers (RIAs), announced changes to its pricing structure.

A federal judge in Massachusetts has rejected claims that a deceased 401(k) participant’s plan balance should have been paid to his estate instead of to his ex-wife, who...

The year 2009 proved to be a recovery year for the fund industry after a brutal 2008 that saw shareholders dump their funds en masse, according to Morningstar...

The U.S. exchange-traded fund (ETF) industry closed out 2009 with $785 billion in assets under management, according to Morningstar Direct's latest Fund Flows Update.

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will host a free Webcast about Form 5500 and electronic filing requirements on January 21 at 1 p.m.

The T. Rowe Price Retirement Target-Date Fund family came out in the lead of Russell Investments’ top five funds of the fourth quarter of 2009.