News

A survey released Wednesday finds Americans with deep-seated fears about how the nation’s current economic turmoil will impact their retirement.

Fidelity Investments today announced the launch of three free capabilities to its stock research platform to help investors generate ideas and make more informed investment decisions, the company...

Less than a third of surveyed high-net-worth retirees said they changed advisers at the time of their retirement, according to a study commissioned by Securian Financial Group.

If you’re looking for a way to help a client's 401(k) go green, an unusual coalition has a new idea.

The IPS AdvisorPro investment policy statement (IPS) technology platform will be available on a preferred basis to Garrett Planning Network's 300 financial advisers, a release said.

Reflecting investors deep concerns about the volatile markets, fund performance is no longer the main driver of mutual fund company loyalty, according to a study from Cogent Research.

Unlike some of the Merrill Lynch advisers and senior management, the company’s bull logo will remain.

The October 2008 Issue Brief from the Employee Benefit Research Institute (EBRI) indicates that workers with lower educational attainment have lower levels of retirement plan participation.

New reports from the Vanguard Center for Retirement Research indicate American workers increasingly need help to generate a sustainable income stream in retirement and a variety of solutions...

Morgan Stanley agreed Tuesday to a joint venture with Citigroup, forming the largest brokerage in the world with 20,000 financial advisers and $1.7 trillion in client assets.

Aon Consulting Worldwide announced that Francois Choquette will join the Global Benefits practice as senior vice president and leader of the Americas team, which covers the United States,...

Morningstar, Inc. has launched its latest version of Morningstar Direct, a Web-based research platform that connects institutional investment professionals to Morningstar's investment research and data.

Putnam Investments has launched a suite of target absolute return mutual funds designed to seek annualized total returns of 1%, 3%, 5%, or 7% above those of Treasury...

Recordkeeper ExpertPlan has acquired a third-party administrator based in suburban Philadelphia.

The Mohegan Tribal Gaming Authority has announced it will suspend future annual and merit pay raises and stop company match contributions to its 401(k) retirement plans.

John Vanderheyden has been tapped as senior vice president and COO of NFP Securities, Inc. (NFPSI), the broker/dealer subsidiary of National Financial Partners Corp.

GenXpense.com, an interactive Web site offering important tools young adults need to skillfully manage their finances, has been introduced.

ING has introduced the ING Educator's Direct 403(b) Program, a variable annuity issued by ING Life Insurance and Annuity Company, to education professionals in Delaware.

John Hancock Funds announced it has completed the adoption of the Robeco Boston Partners Large Cap Value Fund and relaunched it as John Hancock Disciplined Value Fund (JVLAX).

Calling it an "index for a changing world," investment manager PIMCO has introduced the PIMCO Global Advantage Bond Index (GLADI).