JPMorgan Funds, the U.S. mutual fund business of JPMorgan Asset Management, announced the appointment of Steve Lundquist as head of the registered investment advisor (RIA) channel.
The U.S. division of Sun Life Financial Inc. today introduced Retirement Blueprint, a program designed to help advisers enhance their income planning skills and engage clients in the...
Wealth management firms need to adapt existing strategies to meet the needs of new markets in the high-net-worth bracket, according to the ‘World Wealth Report.’
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, today introduced a paperless account opening solution for introducing broker/dealer firms, investment professionals, and registered investment...
ING is now making available Morningstar Retirement Manager, including a managed retirement account service, to more than 26,000 retirement plan sponsor clients and 1.8 million plus participants.
When deciding how of their income to defer into a retirement plan, participants’ decision varies based on the influence of outside sources, plan design features, demographics, and their...
Although the Internet is the first place they tend to start their search, women said advisers and other human sources are the most effective way to absorb financial...
A Wachovia Retirement Services (WRS) offering allows participants in Wachovia-administered plans to learn about the ins and outs of retirement savings.