News

CIO Emeritus, S. Kenneth Leech, will no longer serve as portfolio manager for non-global portfolios.

Principal Global Investors has agreed to acquire a majority stake in Finisterre Capital LLP and Finisterre Holdings Limited, an emerging markets investor based in London.

Mesirow Financial announced that Susan J. Schmidt has been promoted to managing director and head of its U.S. Value Equity Management group.

The Internal Revenue Service (IRS) has compiled its annual list of “dirty dozen” tax scams, including “abusive” retirement plans.

Smart401k announced a partnership with vWise, Inc. to bring an education and advice component to employer-sponsored retirement plans.

The CollegeChoice CD 529 Savings Plan (CollegeChoice CD), first announced in January, is now available to college savers in Indiana.

The Dow Jones Affluent Investor Study found that advisers are not touching all the bases with their affluent investor client base, including a surprising percentage in need of...

Putnam Investments is launching FundVisualizer, a tool for researching mutual fund data, designed to be "visually compelling."

It should come as no surprise that the vast majority of plan sponsors who have adopted automatic enrollment have chosen to default that initial deferral at 3%...

Defined contribution (DC) plan participants pay the most attention to their current balance (42%), rather than other plan elements.

Two associations expressed concern over how the application of proposed rules by the Securities and Exchange Commission (SEC) will impact retirement plan professionals who work with government-sponsored retirement...

The American Express OPEN Small Business Monitor finds retirement savings is a worrisome topic for business owners.

Strong performance across equity sectors coupled with positive returns in the bond markets helped push total U.S. retirement market assets to an estimated $16 trillion by year-end.

During the month of February, local funds in Asia garnered $7 billion in long-term flows, according to Strategic Insight, an Asset International company.

A substantial majority (98%) of affluent women say honesty and trustworthiness are key criteria for selecting financial advisers, the Spectrem Group found.