News

Wisdom Tree and Dreyfus are launching an exchange-traded fund (ETF) family with exposure to foreign currencies.

Forward Management, LLC, investment adviser to the Forward Funds, has agreed to acquire Accessor Capital Management LP (Accessor), investment adviser to the Accessor Funds.

Fidelity Institutional Wealth Services and National Financial launched HybridOne to meet the needs of firms and advisers that conduct both commission- and fee-based business.

The system is designed to aid the paperless offices of introducing broker/dealers, investment professionals, and independent registered investment advisers (RIAs).

Retirees and pre-retirees lack confidence in making their retirement money last, and only one-fifth have discussed spending in retirement with a financial adviser.

Financial service employees are not more on track with their retirement savings than other people, a study from MetLife found.

Social Security analysis is not accurately portraying when people retire, says a brief by the Center for Retirement Research (CRR) at Boston College.

When looking at 2020 funds, the range of equity allocations spans from 51% to 95%, according to a study by Financial Research Corporation (FRC).

Defined contribution participants chased performance in the face of first-quarter volatility this year, according to Callan Defined Contribution Index data.

American Funds, JennisonDryden, OppenheimerFunds, and Van Eck Global are now available on FundVest, Pershing's mutual fund platform.

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...