News

As the year comes to a close, advisers are planning ahead for 2008 and, according to a recent poll by the SEI Advisor Network, advisers’ New Years resolutions...

Mobile, Alabama-based recordkeeper DailyAccess Corporation has announced the creation of an Institutional Sales team.

Minot, North Dakota-based Integrity Mutual Funds, Inc. has launched the second phase of its new website campaign.

Nonqualified executive benefit plan provider MullinTBG has launched a new “life-long” executive benefits program.

Raleigh, NC-based Schwab Performance Technologies (SPT) has entered into an agreement to acquire RIA back office outsourcing provider Etelligent Consulting, Inc.

The Hartford has made another acquisition – this time Sun Life Retirement Services (U.S.), Inc. (RSI), a 401(k) plan administration business.

A new Lincoln Retirement Institute survey of Baby Boomers and retirees (age 42+) reveals the majority would like a retirement planning do-over.

Federal regulators on Wednesday issued the second of a three-part disclosure rule package – proposed mandates for detailed disclosures from service providers to plan fiduciaries.

If that headline looks like a typo to you, you may be dating yourself.

Patrick Sullivan has been named as leader of SEI’s National Accounts Team, which delivers specialized support to broker/dealer home offices.

A new federal report painted a somber picture of the retirement readiness of American teenagers, projecting that 36.8% of today’s 17-year-olds will reach retirement age with no retirement...

For the first time since 2004, respondents to the Mercer Workplace Survey said they are more worried about keeping up with monthly expenses than saving for retirement.

Less than 12% off affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan...

Fidelity Investments has expanded its program for advisers leaving traditional brokerage firms for an independent advisory business model, adding new resources and support in three key areas: health...

A new study finds growth in individual retirement accounts (IRAs) continues to be fueled by rollovers from employer retirement plans – about $200 billion annually – with new...

Columbia Management, a unit of Bank of America Corp., is shuttering its $12-billion Strategic Cash portfolio saying major institutional clients headed for the exits because of losses on...

A New York Congressman has proposed allowing homeowners with resetting adjustable rate mortgages to pull up to $25,000 out of retirement accounts or IRAs to be used to...

John Hancock Retirement Plan Services (JHRPS) has turned to Paul Fichera as Senior Vice President of Sales Development Services.

RolloverSystems Inc. (RSI) announced that DailyAccess has included RSI's retirement plan rollover and support services on its recordkeeping and administrative services platform.

A nationwide survey indicates Baby Boomers from the Western U.S. have a markedly different outlook on their life, health, and money, than do boomers in other regions of...