News

Chase introduced the Chase Strategic Portfolio, delivered by financial advisers in Chase branches.

I spent some of my precious three-day weekend perusing Teresa Ghilarducci’s When I’m Sixty-Four, an intriguing title for a book about pensions–or, as the subtitle suggests, “The Plot...

Because “401(k)″ is likely not being renamed any time soon, advisers might need to find more effective ways of getting around opaque financial terms with the new breed...

AssetMark was the number one rated asset management firm for focusing on advisers, in a recent survey of adviser attitudes toward firms in their client portfolios.

Bell Investment Advisors launched the Bell Worldwide Trends Fund, a mutual fund investing in exchange-traded funds (ETFs).

A federal court ruled that mutual fund adviser fees are best set by market competition and not judicial process.

The SEC proposed a rule requiring mutual funds to label their public files in order to enable investor comparison shopping.

The population of affluent Americans now makes up the top 19% of American households, according to a study by Nielsen Company.

The Supreme Court’s recent 401(k) ruling should be a warning.

ING released 403(b) documents for 501(c)(3) non-profit organizations.

Despite current economic strains, ShareBuilder reports surging sales of small business 401(k) plans.

A new online tool from Principal shows employees how to best utilize their employer-sponsored benefit package.

Fidelity Investments launched a new international equity fundâ€″Fidelity Emerging Europe, Middle East, Africa (EMEA) Fundâ€″with retail and adviser share classes.

Many consumers have misconceptions about the use of fixed-income investments, according to a survey from E*TRADE Securities LLC.

Lincoln Financial Group has appointed three new executive positions to its research and development unit.

Pacific Life Insurance Company has added a new team to support 401(k) initiatives.

Defined contribution participants nearing retirement may be shocked at the asset allocation to equities in their target-date funds, says a new research paper by Watson Wyatt.

WisdomTree Trust launched an actively managed exchange-traded fund (ETF) holding U.S. money market securities.

Clarity In Numbers, LLC, a new actuarial firm, is now in operation to service small and mid-size private sector and public sector plan sponsors.

The American Society of Pension Professionals&Actuaries (ASPPA) and the College of Pension Actuaries (COPA) have agreed to join forces with the objective of integrating COPA as a semi-autonomous...