News

Transamerica Financial Advisors, Inc. is using FOLIOfn Institutional to launch Transamerica I-Series, a separately managed account program that uses exchange-traded funds (ETFs).

Nearly half of retired adults said their expenses in retirement were what they expected, compared to about 30% who said they were more than they expected.

A new study provides more evidence that auto plan features – particularly auto enrollment at plans with $10 million or more in assets – have quickly become the...

Morningstar, Inc., is revising the way it rates and ranks group variable annuities by comparing group variable annuities to open-end mutual funds rather than individual variable annuities.

Despite the variety of advisers, practices, business models, and broker-dealer affiliations at our recent PLANADVISER National Conference, there was a remarkable degree of convergence of purpose in evidence.

Despite the variety of advisers, practices, business models, and broker-dealer affiliations at our recent PLANADVISER National Conference, there was a remarkable degree of convergence of purpose in evidence.

The combined assets of the nation's exchange-traded funds (ETFs) increased by $18.25 million, or 3.7%, to $507.11 billion in August, according to the Investment Company Institute (ICI).

Were you there? What did you miss?

XShares Advisors LLC’s newest family of funds, Adelante Shares Real Estate Exchange-Traded Funds (ETFs), began trading Friday on the New York Stock Exchange.

Record(k)eeper Pro, OppenheimerFunds' retirement program for small- to mid-sized companies in the 401(k) marketplace, has been added to the MLConnect retirement platform at Merrill Lynch.

The Vanguard Group registered with the U.S. Securities and Exchange Commission (SEC) for a new series of mutual funds designed to provide monthly payments to investors in retirement.

Mutual of Omaha will offer a target date funds option and an individual managed account option through a partnership with Morningstar Associates to retirement plan participants.

A group representing individual investors has released a study asserting that a Wall Street watchdog has too easily allowed brokers to expunge client complaints from their records –...

Christopher Mullahy has joined UBS Global Asset Management's Defined Contribution and Retirement Solutions Group as head of sales.

Houston-based Hand Benefits&Trust has unveiled what it said is a new breed of collective investment funds (CIFs) that offers multiple share classes to pay advisers and third-party advisers...

FTSE has licensed PowerShares to create four new international exchange-traded funds (ETFs).

Wall Street Access will join National Retirement Partners, Inc (NRP), effective October 1, 2007.

Summit Investment Partners, Inc. (Summit), advisor of Summit Mutual Funds, is managing new lifestyle exchange-traded funds (ETFs) for its UNIFI Retirement Advantage Series platform.

Scrutiny of fees has never been more intense. A panel of advisers discussed how they are responding to the environment while protecting their bottom line.

According to representatives from LPL, National Retirement Partners, and Raymond James, retirement plan advisers working in the independent channel will have many opportunities to broaden their businesses in...