News

Bear Stearns Broker-Dealer&Investment Advisor Services (BDIAS) on Tuesday announced it is significantly broadening its mutual fund platform by expanding the list of available funds and adding to its...

A couple of weeks ago, my better half told me that she thought it was time that we traded in two of our aging vehicles – one a...

A couple of weeks ago, my better half told me that she thought it was time that we traded in two of our aging vehicles – one a...

“I would love to see people offer both [lifestyle and lifecycle funds] in their platforms;″ take away all the single-strategy stuff".

BlackRock, Inc. is launching nine new lifecycle portfolios with target maturity dates ranging from 2010 through 2050.

Only one-third of affluent Baby Boomers rely on outside advice when making financial decisions.

Don’t assume your clients are comfortable with fees just because they don’t say anything.

The ERISA Industry Committee (ERIC) has issued a proposal for a platform of lifetime security benefits aimed at easing employer strain, increasing individual responsibility, and providing equality of...

Chicago-based investment consulting firm Clark Strategic Advisors, Inc. (“CSA″) has become Stratford Advisory Group, Inc.

Aurora, Illinois-based Sikich LLP has announced the formation of a new subsidiary, Sikich Retirement Plan Services LLC.

Wachovia Retirement Services has released a product to help plan sponsors gauge the health of their retirement plans and give them suggestions on how to improve the plan.

Yesterday, the Securities and Exchange Commission (SEC) announced the distribution of $73 million to a second group of investors harmed by fraudulent market timing in the PBHG Funds...

If you drive to work, you’re not alone.

Sixty-six percent of workers believe they need less than 80% of pre-retirement income to maintain their current lifestyle in retirement.

MetLife’s new free publication, focused on helping women prepare for retirement, addresses topics such as how much money will be needed for retirement and what investment options might...

Ceridian Corp., which last month agreed to be bought by private equity firm Thomas H. Lee Partners and Fidelity National Financial Inc., said on Wednesday it would be...

About one-fifth (21%) Ultra High Net Worth (UHNW) professionals consider themselves 'adviser dependent.'

A report released by the U.S. Census Bureau on Wednesday provides information on new businesses and payroll that may aid advisers in finding new clients.

BenefitStreet, Inc. has launched a new program designed to help advisers introduce exchange-traded funds (ETFs) to 401(k) plans.

In response to a survey showing that investors are concerned about climate change and alternative energy, Calvert has introduced the Calvert Global Alternative Energy Fund.