News

Convergent Retirement Plan Solutions has developed a subscription-based IRA portal for financial professionals, called IRAstuff.com.   

Year-to-date global long-term fund flows through April 2011 reached $268 billion, according to Strategic Insight’s Global Mutual Fund Review.

A recent report from Financial Research Corporation (FRC) reveals that sub-adviser firms polled say their primary source of manager search information is the manager itself.

Nearly 30% of participants in 401(k) retirement plans at Vanguard are in automatic, professionally managed investment programs, according to Vanguard’s How America Saves 2011.

The Securities and Exchange Commission (SEC) announced that J.P. Morgan Securities LLC will pay $153.6 million to settle SEC charges that it misled investors in a complex mortgage...

A Fidelity survey found that advisers who provide comprehensive retirement income planning

RidgeWorth Investments announced that it has added two sales professionals to its recently-created Retail Channel sales team. 

Bank of America is hiring advisers to cater specifically to the “Preferred customer” segment of Bank of America’s client base - those with investable assets of $50,000 to...

Morningstar, Inc. has begun to calculate estimated returns for hedge funds based on publicly available filings.

U.S. institutions made two notable changes to their domestic equity trading practices last year, according to Greenwich Associates.

A nationwide survey found that although the majority of Americans ages 29 to 49 worry about their retirement prospects, many have not yet begun to save or plan...

RREEF, the real estate investment business of Deutsche Bank’s Asset Management division, announced that Mark Roberts has joined the firm.

Strategic Insight has rolled out its annual report on mutual fund fees and expense benchmarks.

The ING Foundation has developed a program that offers girls practical, hands-on investing experience, and allows them to use their gains towards paying for college.

kasina’s latest report, Mastering ETF Distribution, describes methods asset managers should use when trying to attract advisers to use their exchange-traded funds (ETFs).