News

Fidelity Investments said individuals need more help than ever and is stepping up its efforts with a personal finance campaign aimed at individuals in and out of its...

The U.S. Department of Labor has reached a settlement agreement with Consulting Services Group (CSG) of Memphis, Tennessee, and its affiliated broker/dealer, which provides for fee restitution to...

For the second time in about two weeks, UBS said it has lured away a Smith Barney advisory group.

Standard&Poor's announced the launch of the first in a series of global low carbon indexes to meet investor demands for environmentally focused indexes.

The Vanguard Group closed its Treasury money market funds to new investments.

The Milwaukee Public Museum's 401(k) match will be suspended through August, which will provide a $146,000 savings.

Those in target-date funds are younger, make less money, and have smaller account balances than those not choosing the options.

Barclays Global Investors (BGI) introduced a resource for financial advisers to identify third-party managers (TPMs) who offer model ETF portfolios.

Calamos Advisors LLC said that Calamos Global Funds PLC has renamed two of its UCITS funds.

Eight in ten of those in a recent MetLife poll said they place more importance on guarantees and the stability of their investments than on the level of their...

The U.S. Supreme Court agreed to consider whether the level of fees paid to investment advisers to mutual fund companies can violate the Investment Company Act.

NorthStar Systems International, a provider of wealth management software solutions, unveiled the NorthStar Integrated Wealth Planning Solution.

Pauline Sobelman has been appointed vice president—benefits consultant for Lockton in the firm’s northeast operations, based in New York City.

Holistic financial planning has been hailed by many industry studies as the way the advisory industry is moving—and new research suggests it could also be more lucrative.

A couple of months ago, I started getting e-mails from readers curious about the announcements of plans reducing and/or suspending their matching contributions.

The American Society of Pension Professionals&Actuaries (ASPPA) announced that attorney Craig Hoffman is joining the staff as general counsel and director of regulatory affairs.

Stock and bond funds experienced net inflows of $22.3 billion in January, according to the Financial Research Corporation (FRC).

OppenheimerFunds has combined all segments of OppenheimerFunds’ retail retirement businesses into one unit and appointed Kathleen Beichert to lead it.

The SPARK Institute has announced additions to its Q&A Web site regarding its 403(b) Plans Information Sharing Data Elements Best Practices.

Another employer hit with a 401(k) excess fee suit has walked off with a decisive victory.