A whitepaper presented by AST Capital Trust with contributions from Hewitt Associates claims the grip is easing on mutual funds’ reign as king of 401(k) plans investments.
The combined assets of U.S. mutual funds increased by $14.37 billion, or 0.1%, to $11.742 trillion in February, according to data from the Investment Company Institute (ICI).
New Jersey Supreme Court justices are considering whether a Smith Barney company stock policy in which brokers who leave the firm before two years forfeit their rights to...
Merrill Lynch Global Research has introduced a new global emissions benchmark designed to provide investors with a “clear and balanced insight into the rapidly growing global CO2 emissions...
The assets owned by high net worth individuals (HNWI) reached $50 trillion in 2007, according to a study of the global private banking and wealth management market by...
Massachusetts Mutual Life Insurance Co. (MassMutual) has unveiled a new Web site that introduces career changers, industry veterans, and college graduates to a career with MassMutual via testimony...
There’s a growing recognition that retirement plan managers are under the gun because of new legislation as well as increases in employee mobility and auto-enrollment.
Federal regulators have contended that fiduciaries may still be legally required to disclose plan fees such as revenue sharing even if such a mandate is not explicit in...
Charles Schwab has enhanced its managed account platform to assist independent investment advisers who choose to outsource functions such as money manager research and portfolio construction.
The FTSE Group and Conflict Securities Advisory Group (CSAG), a research provider in terror-free investment screening and certification services, have launched the FTSE CSAG Terror-Free Index Series.
New research conducted by Harris Interactive on behalf of Longevity Alliance shows Baby Boomers’ worries over retirement savings have increased as economic indicators continue to trend downward, but...
SEI has launched the SEI Advisor Resource Center (ARC), a Web-based marketing system for the SEI Advisor Network's more than 6,500 independent adviser clients.