News

WealthEngine has launched Prospect Generator, a searchable database of more than 7 million high net worth individuals.

RolloverSystems, Inc. (RSI) has launched several moves to provide enhanced rollover asset retention solutions and participant retirement readiness tools to plan sponsors, institutional providers, third party administrators (TPAs),...

Cornerstone Group, a West Warwick, Rhode Island, benefits advisory firm, has added Cornerstone Retirement Advisors as a subsidiary.

Mitch Cox has been named Managing Director and Head of the Global Investment & Product Office (I&PO) at Barclays Wealth, a global wealth manager and adviser.

Former Putnam Investment Management Chairman Charles E. Haldeman has been named CEO for housing lender Freddie Mac.

After 25 years with Nationwide Financial, William S. Jackson, senior vice president for Retirement Plans, will retire at year-end.

NAVA, the Association for Insured Retirement Strategies has completed a rebranding and is now known as the Insured Retirement Institute (IRI).

To help plan sponsors address the challenges of missing participants, Keane Retirement Services has entered into a strategic partnership with automatic rollover provider Millennium Trust Company.

The U.S. Department of Labor (DoL) has provided transitional relief for administrators of 403(b) plans that make good faith efforts to transition for the 2009 plan year to...

The number of federal securities class action cases filed in the first six months of 2009 dropped by 22.3% over a year earlier, according to the latest data...

UNIFI Companies Retirement Plans announced it will enter the registered investment adviser (RIA) and fee-based marketplace with the acquisition of the Lincoln, Nebraska-based Assurity Advisors, Inc.

While I am sure there was a period in my youth when I wanted to be a fireman, a cowboy, or maybe even a professional athlete, my earliest...

Technology provider PlanTools, LLC, said its new system allows for expansion into the wealth management arena.

401(k) participants continued their search for higher returns in June by moving almost $270 million out of fixed-income into a range of equity offerings, according to the latest...

Investment managers expect corporate earnings to increase in the next three months, and a majority expect global GDP growth to accelerate in the next six months, according to...

A new analysis from Fidelity Investments indicated that automatic enrollment in 401(k) plans is proving to have the biggest impact on younger and lower-compensated employees.

The number of retirees who say they are worried about financial security has more than doubled in the past year, and many are tightening budgets or seeking professional...

Old Mutual Asset Management has facilitated the move of Neuberger Berman Group's eight-person cash management team to Dwight Asset Management Company LLC, an institutional fixed-income manager and Old...

The stock market rally that continued throughout the second quarter ended the string of six consecutive quarters in which the average target-date fund lost money, according to the...

Principal Global Investors announced Jill Cuniff will join Seattle-based Edge Asset Management as president.