News

 Pentegra Retirement Services introduced an online education tool for plan sponsors and participants.   

Other popular asset classes advisers are considering include non-U.S. fixed income, alternatives, real assets and commodities, Cogent Research found.

Tactical Allocation Group LLC (TAG) appointed Paul C. Wharf regional managing director and continued its expansion with a new...

Plunging discount rates drove up pension liabilities in June, swamping asset improvement and capping a bad second quarter. 

An employee-owned asset management firm, Davidson Investment Advisors, launched the Davidson Small/Mid Equity Fund.

Uzurp.com opened its financial adviser and registered investment adviser (RIA) databases to the public, for the same annual subscription rate as businesses of $999 a year.

Assets are slated to expand from $2.3 trillion at the end of 2011 to $3.5 trillion, Strategic Insight projects.

Diversified has released a white paper about improving retirement plan enrollment. 

 John Hancock Life Insurance’s Advanced Markets Group developed two technology tools for funding retirement appropriately, and helping project estate values and taxes.   

  The Securities and Exchange Commission (SEC) took another step toward regulating over-the-counter (OTC) derivatives by approving rules and interpretations for key definitions of certain derivative products.      

Callan Associates hired Yosangel G. Haddad as vice president.  

 Total alternative assets managed on behalf of pension funds by the top 100 managers (ranked by pension fund assets) was $1.2 trillion in 2011.

Michael Hull and Patrick Hull have launched bluepoint Investment Counsel LLC.

The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by 401(k) and 403(b) plan sponsors looking to select an adviser.  

The Securities and Exchange Commission (SEC) named Norm Champ director of the agency’s Division of Investment Management.