News

Charles Schwab has created Schwab Intelligent Integration solutions for independent registered investment advisers (RIAs). 

The U.S. Department of Labor’s Employee Benefit Security Administration (EBSA) is hosting a Webcast to discuss the final rule on improving the transparency of fees and expenses for...

Commonfund, an investment manager for institutional investors, has selected Lou Ann Dolan as Managing Director, Group Head of Consultant Relations.

M&I Institutional Trust Services is rolling out PlanView, an interactive online enhancement that enables retirement plan sponsors and advisers to evaluate plan and participant metrics.

Mirae Asset Global Investments (USA) has named Joon Kwun as President and CEO. 

The SPARK Institute released its final version of data layouts for sharing investment-specific information for non-registered investment products that retirement plan administrators must disclose to participants under the...

Putnam Investments has enabled its shareholders to access its Web content by scanning a code on their quarterly statements with a smart phone.

MSCI Inc. has announced the launch of the MSCI Overseas China Indices.

A reorganization of Bank of America’s management team by Chief Executive Officer Brian Moynihan has meant the end of Sallie Krawcheck’s tenure at the firm.

BlackRock, Inc. announced Mark Taborsky will join the company as a Managing Director and Senior Portfolio Manager within its Multi-Asset Client Solutions (BMACS) group.

Russell Investments has appointed Jeff Eng to the newly created position of Director, Retirement Income, for the firm’s Americas Institutional business.

Elizabeth Krentzman, former Investment Company Institute general counsel, has been appointed to lead Deloitte's U.S. mutual fund practice.

The PNC Financial Independence Survey found only 18%  of Gen Y members are confident they will have enough money to live comfortably when they are ready to retire.

Lincoln Financial Distributors (LFD), the wholesale distribution subsidiary of Lincoln Financial Group, named Tom Tooley as Head of Insurance Solutions Distribution.

Wells Fargo & Company has made an agreement to acquire LaCrosse Global Fund Services from Cargill, pending regulatory approval in several jurisdictions.