News

Fewer than one third of all financial services firms providing products across five investment categories enjoy positive loyalty ratings among advisers who sell their products, according to a...

Signature Resources Capital Management, a registered investment adviser (RIA), has partnered with FundQuest Incorporated to launch a new full service wealth management platform for Signature’s staff of financial...

TD AMERITRADE Holding Corporation has launched WealthRuler, a retirement planning tool that the company says can help investors predict their chance of accumulating a large enough nest egg.

Wachovia will begin selling its new Wachovia Securities FundSource 401(k) through the firm’s more than 15,000 Wachovia Securities financial advisers.

A new brief issued by the Center for Retirement Research at Boston College (CRR) argues that health care costs increase the percentage of households that will be ‘at...

A California executive compensation research firm says companies with publicly disclosed stock ownership policies for executives and directors saw sizable increases between 2005 and 2006.

The U.S. Securities and Exchange Commission (SEC) launched a Web site on Friday that enables investors to probe the financial data of a select group of companies.

State Street Global Advisors (SSgA) announced that the SPDR S&P International Dividend exchange traded-fund (ETF) began trading on the American Stock Exchange on Tuesday.

Today, Natixis Global Asset Management announced its acquisition of Cincinnati-based investment manager Gateway Investment Advisers.

Citigroup has suspended redemptions in CSO Partners, a fund specializing in corporate debt, after investors tried to redeem more than 30% of the fund's roughly $500 million in...

Employee stock ownership plans (ESOP) and ESOP-like plans saw a significant increase in number and size in 2007 compared to a year earlier, according to estimates from the...

CBH Pensions, Inc., provider of retirement plan consulting and administrative services, has joined Alliance Benefit Group, a national network of independently owned retirement plan consulting and administration firms.

403b ASP, a division of 401k ASP, has introduced a 403(b) plan management solution that allows plan sponsors to manage their plans in one system while continuing to...

Prudential Retirement has tapped James K. Cornell as senior vice president and chief marketing officer.

The least-expensive 529 plans available nationwide are offered by Ohio, Illinois, and North Carolina, according to Savingforcollege.com’s 529 Fee Comparison Study.

Morningstar on Thursday announced it had launched the Morningstar Rating for hedge funds as well as the Morningstar 1000 Hedge Fund Index and 17 indexes based on the...

Fidelity Investments reported that recordkept assets in its defined contribution (DC) services business grew 8% to $851.4 billion in 2007, from $791.8 billion in 2006.

Cincinnati-based financial consulting firm, CHALK Advisory Board, Inc., has merged with registered investment advisory firm, Fiduciary Consulting Group, Inc.

A Wisconsin Congressman has proposed a measure increasing small business incentives and reducing administrative requirements to start SIMPLE IRAs or 401(k) plans.

As plan’s use of target-date, or target-maturity, funds increases, discussions about how best to structure and benchmark these funds have become more frequent.