News

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.

Schwab Institutional and Morningstar Investment Services have established a relationship whereby Morningstar’s portfolio management services will be available on Schwab Institutional's enhanced managed account services platform.

They say that nice guys finish last, but a new study suggests a different conclusion.

The U.S. Individual Insurance Division of Sun Life Financial Inc. has announced several enhancements to its Executive Bonus Marketing Program.

Direxion Funds has launched the Direxion /Wilshire Dynamic Portfolios, institutional style model portfolios for financial advisers.

Joseph D. Stecher will be joining Morgan Stanley Alternative Investment Partners as Managing Director and Chief Investment Officer of the firm’s real estate fund of funds business.

John Hancock Retirement Plan Services has added two senior officers dedicated to relationships with TPAs and realigned seven regional marketing directors to more closely work with the TPA...

Christopher Callahan has been named director of North American Sales and Relationship Management for MFS Institutional Advisors, Inc. (MFSI).

Principal Funds has added five new portfolios to its Principal LifeTime funds series.

The path to business success in the retirement plan adviser world is paved with good relationships, according to new Fidelity Investments research.

Russell Investments has added six funds to its LifePoints Funds, Target Date Series.

The SPARK Institute has submitted a formal request to the IRS for a “Pre-Approved 403(b) Prototype Plan Program,″ according to SPARK Institute general counsel Larry Goldbrum.

Morningstar Investment Services on Monday introduced a managed account offering made up of five actively managed portfolios using exchange-traded funds (ETFs).

The number of fee-only financial advisers has been relatively flat in recent years - there are 10,466 Securities & Exchange Commission registered fee-only financial advisers – but the...

Over the past several weeks, I’ve gotten a lot of calls from reporters across the country looking to understand more about what appears to be a recent uptick...

A report from Cerulli Associates suggests merger and acquisition (M&A) activity among financial firms has spurred growth of the managed accounts market, and in some cases, this growth...

Boston-based Direxion Funds, a provider of leveraged index mutual funds, has launched the India Bull 2x Fund.

CPI Qualified Plan Consultants, Inc. has added JPMorgan Funds to its retirement plan platform.

Assets in employment-based defined contribution plans (typically 401(k) plans), individual retirement accounts (IRAs), and Keogh plans are concentrated in families with high family income and higher net worth,...

DWS Scudder has launched a proprietary analytical tool to assist plan sponsors and financial advisers in evaluating a defined contribution plan’s competitiveness and help address fiduciary responsibilities.