News

Will guaranteed income wrappers for managed accounts gain widespread acceptance among fee-based advisers?

Stock and bond funds experienced net outflows of $3.9 billion in July, according to Finance Research Corporation (FRC) data.

TowerGroup research says managed account sponsors should consider new managed account fee solutions that can help the adviser manage clients more effectively.

Spectrem Group announced that for the first time since it began tracking data in 1989, fees ranked as the number one reason defined contribution plan sponsors switch providers.

ETF provider Claymore Securities, Inc., unveiled the Claymore/Delta Global Shipping Index ETF available on the New York Stock Exchange (NYSE).

An online survey tool created by Charles Schwab&Co., Inc., will let you compare your retirement preparations with others of your generation.

How well your clients can handle change is going to affect how they should prepare for retirement.

Last week, the Department of Labor took another step toward finishing another piece of unfinished business.

Last week, the Department of Labor took another step toward finishing another piece of unfinished business.

The Staples office supply company has been cleared of wrongdoing in refusing to allow an ex-employee the right to exercise his stock options after he was fired for...

New research from Fidelity says equity compensation plans encourage employee loyalty and productivity, but many employees are not reaping the rewards of this incentive due to lack of...

Cerulli Associates estimates that target-date funds will grow to more than $1.1 trillion by 2012 from an estimated $277 billion at the end of 2008.

Lincoln Financial Advisors Corp. (LFA) said John R. DiMonda was named managing director for the North Central Ohio Regional Planning Group, effective immediately.

The Baby Boomers are the only group who like their name.

Two proposed regulations released Thursday from the Department of Labor (DoL) include a model for advisers to satisfy the fee disclosure requirement for independent retirement account (IRA) and...

In a continuing trend of federal court rulings backing cash balance plans, the 9th U.S. Circuit Court of Appeals has ruled the plans do not discriminate against older...

A Massachusetts plumbing and air conditioning supply company sued State Street over allegations it misrepresented a bond fund ultimately invested in mortgage-backed securities as a low-risk 401(k) investment...

Genworth Financial, Inc., launched its new wealth management division, Genworth Financial Wealth Management, Inc.

Putnam Investment Management, LLC, will pay the first distribution of $40 million to compensate its mutual fund investors affected by undisclosed market timing and excessive short-term trading.

The Securities and Exchange Commission (SEC) ushers its financial reporting capabilities into a new era with the successor to the EDGAR database.