News

Northern Trust Bank, FSB, will acquire Lakepoint Investment Partners LLC of Cleveland, Ohio, an investment management firm.

A McKinsey&Company study said retirement income will be the future of the DC marketplace.

Allstate introduced a Web-based customer survey tool that goes beyond the numbers to consider individual’s hopes, dreams, fears, and readiness for their retirement years.

The law firm of Stember Feinstein Doyle&Payne, LLC , has turned its watchful eye to possible fiduciary misconduct at Fifth Third.

The Vanguard Group launched a fund that seeks to track the investment performance of the FTSE All-World Index, a benchmark of approximately 2,900 stocks in 47 countries.

Affluent men hope to teach their offspring about money matters and inheritance, according to a survey by a wealth management firm.

Another estimate from Fidelity Investments adds to the financial resources individuals need to save for retirement.

TIAA-CREF added another 403(b) offering by introducing a Web-based application for plan sponsors to manage participation transactions.

Great-West Retirement Services now offers a virtual classroom to educate participants in the defined contribution plans it manages.

In an effort to protect seniors from investment fraud, the U.S. Securities and Exchange Commission (SEC) proposed a new rule that would extend its jurisdiction to equity-indexed annuities.

The new year ushered in some important provisions that directly affect qualified retirement plans.

Those looking to improve their health and happiness may want to review their portfolio before revving up the treadmill.

The iSectors ETF-based asset allocation models employ post-modern portfolio theory and behavioral finance.

Fifty-nine percent of pre-retirees are seeking financial advice on 401(k)s, retirement savings, and long-term care insurance, according to a MetLife study.

AIG Retirement launched 403(b) University, a vendor-neutral resource with up-to-date information and tools for 403(b) plan administration and compliance assistance.

Barclays Global Investors has unveiled four new iShares ETFs to offer exposure to alternative energy and broad exposure to China.

JPMorgan Funds, the U.S. mutual fund business of JPMorgan Asset Management, announced the appointment of Steve Lundquist as head of the registered investment advisor (RIA) channel.

The U.S. division of Sun Life Financial Inc. today introduced Retirement Blueprint, a program designed to help advisers enhance their income planning skills and engage clients in the...

Wealth management firms need to adapt existing strategies to meet the needs of new markets in the high-net-worth bracket, according to the ‘World Wealth Report.’

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, today introduced a paperless account opening solution for introducing broker/dealer firms, investment professionals, and registered investment...