News

Investors are waiting for the right conditions to return to equity markets amid the most pessimistic outlook yet recorded, according to Merrill Lynch’s Survey of Fund Managers for...

Eaton Vance said it expanded its Web site to include education for advisers about the effect of taxes on investment returns.

Investors show concern about the tax on their fund returns, but many are not investing in tax-managed funds, according to a survey by Eaton Vance Corp.

Morningstar, Inc., introduced a research module offering coverage of U.S. exchange-traded funds (ETFs), including portfolio holdings and Morningstar analyst commentary.

Artio Global Investors Inc. (formerly Julius Baer Americas Inc.), rebranded its suite of U.S.-registered mutual funds, effective Monday.

FRC’s latest ADVISOR INSIGHT report found that Russell, American Century, and Putnam received the best approval ratings from advisers.

Participants didn’t panic in September – but they did respond to market events.

As the main source of financial information for affluent investors, advisers can help them move through the crisis.

Eight (mostly) former employees of Fidelity Investments have reached preliminary settlements with the U.S. Securities and Exchange Commission (SEC) in a gift-taking probe, according to Reuters, citing court...

Lincoln Financial Group combined its two micro-small market group variable annuity offerings into a workplace retirement plan.

Wilmington Trust Corporation said it completed the acquisition of UBS Fiduciary Trust Company (UBSFTC).

The PowerShares NextQ Portfolio has changed its name to the PowerShares NQX Portfolio.

Retirees feeling hemmed in by minimum distribution requirements got some support from the two leading presidential candidates.

The recent market tumult has hit Main Street in its retirement pocketbook—and some are once again fretting about their “201(k)s.″

Putnam Investments has named Jeffrey R. Carney as senior managing director and head of global marketing and products.

The U. S. Department of Labor’s Employee Benefits Security Administration (EBSA) scheduled an October 21 public hearing on its proposed regulation for providing retirement plan investment advice.

EPIC Advisors, Inc. will now deliver its suite of products and services to the 403(b) retirement plan market.

Alliance Benefit Group, LLC, announced the launch of a version of SmartPlan 401, an interactive video-based education and enrollment system designed to engage employees.

A Transamerica Retirement Survey reveals that Americans want the next President and Congress to focus on guaranteeing retirement income.

Matrix Communications Technologies announced the rollout of three retirement plan education products.