News

Contravisory Investment Management has expanded its Socially Responsible Investing (SRI) division.

New Jersey's Higher Education Student Assistance Authority reached an agreement to reduce administrative fees and offer more conservative investments for the NJBEST 529 college savings plan.

QVC officials have completed their investigation into alleged employee misconduct in taking 401(k) loans, but declined to say if they found any fraud or if any workers had...

The Financial Planning Association (FPA) argues that the Securities and Exchange Commission (SEC), rather than the Financial Industry Regulatory Authority (FINRA), should regulate financial planning activity.

Wichita aircraft maker Hawker Beechcraft has announced plans to suspend company contributions to its 401(k) plans.

WESPAC, provider of retirement plan consulting, wealth management, and health and welfare benefits, added a team of advisers previously of Tower Asset Management.

Vanguard said the diversification of target-date funds helped cushion the blow of bad markets.

Fund manager optimism about the global economy is at its highest level in nearly six years, according to the Merrill Lynch Survey of Fund Managers for August.

The Phoenix Companies, Inc., introduced a “first-to-die” universal life insurance product that covers two lives under one policy, designed for married couples or business partners.

Lincoln Financial Group said today it has agreed sell Delaware Investments to Sydney, Australia-based Macquarie Group.

UBS AG agreed to provide 4,450 names of U.S. account holders to settle a tax-evasion lawsuit, according to news reports.

The savings rate is up, but will it last?

The largest proportion of participant assets in plans administered by MassMutual's Retirement Services Division is in equities (38.7%) versus stable value options (31.7%) during the second quarter of...

Curian Capital, LLC, announced the launch of the Curian Custom Wealth Platform, a unified managed household (UMH) solution offering investors an aggregated view of their Curian holdings.

TIAA-CREF was selected, along with four other providers, for the Iowa Department of Administrative Services Statewide 457(b) and 401(a) Plans.

A survey commissioned by financial services company USAA found that most Baby Boomers plan to keep their traditional individual retirement accounts (IRAs) intact.

They say that history repeats—and that those who do not learn from the past are destined (doomed?) to repeat it.

AIG’s new CEO Bob Benmosche is no longer looking for a buyer for the insurance giant’s advisory group, InvestmentNews reported.

A New York-based law firm has launched two company stock fund investigations.

Journey Financial Planners, a fee-only, independent registered investment advisory (RIA) firm in Massachusetts, is now also serving private businesses seeking solutions for their retirement plans.