News

In a recent survey, financial planning students said they prefer boutique firms.

Purchasing fixed-income annuities gradually or all at once can build more long-term wealth and liquidity than other retirement income strategies, claims a study from MassMutual.

American Funds and Fidelity are at the top of the asset manager list with registered investment advisers (RIAs).

William Feldmaier joined MassMutual’s Retirement Services Division as managing director of institutional sales, according to a press release.

MassMutual's Retirement Services Division is offering a free WebEx session exclusively for retirement plan advisers to discuss 'Opportunities in the Nonprofit Market.'

SageView Advisory Group, an independent retirement and personal wealth management consulting firm, added Brian Cressey to its Irvine office staff.

Two months after launching an independent asset management firm, the four founding partners of Riverfront Investment Group, LLC, are bringing on a number of their former Wachovia Securities...

Standard&Poor’s launched the S&P Asia Property 40 index, which will provide liquid exposure to the leading publicly-listed companies in the Asian property and real estate markets.

American Century Investments rolled out four target-date LIVESTRONG Portfolios, the company announced.

Credit Suisse announced that the team of relationship managers led by Managing Directors Richard S. Zinman and Anthony A. Dertouzos has joined the New York office of Private...

Joseph Kringdon has been named executive vice president and head of U.S. retail distribution at Pioneer Investments.

Broker/dealers are projected to double in size over the next five years and must refine and improve their operations in order to continue success.

A majority of affluent investors, especially those that work with an adviser, do not think their fees are too high, a study from Spectrem Group found.

The Standard opened a new retirement plans office in Kansas City.

California’s Assembly voted 42 to 28 for the California Public Employees' Retirement System (CalPERS) to oversee a separate and voluntary investment program for private workers.

Nationwide Retirement Plans launched the Nationwide Bill of Rights and a fiduciary warranty to educate employers about their responsibilities.

Assets of exchange-traded funds (ETFs) rose in April to $595.96 billion, marking an almost 30% increase in the last year.

Assets in U.S. mutual funds got a 2.9% boost in April to $12.1 trillion, according to the latest Investment Company Institute (ICI) data.

Lincoln National Corp. unveiled a suite of services designed to help 403(b) sponsors comply with Internal Revenue Service (IRS) regulations.

Janus Capital Group Inc. launched a new international fund.