News

Marketocracy Data Services, LLC has announced it will offer an mFOLIO based on Randolph McDuff's RMG1 Value Oriented Growth model fund for registered investment advisors (RIAs).

Sixty-one percent of financial advisers responding to Schwab Institutional's most recent Independent Advisor Outlook Study said having sufficient retirement savings to maintain their desired lifestyle is a constant...

Return-expectations and savings sufficiency can be more efficient benchmarks for target-date funds than are those used currently, according to a new paper from Vanguard Investment Counseling and Research.

Here we go - - - again.

Here we go - - - again.

A U.S. Bankruptcy Court judge in Ohio has ruled that a 401(k) participant can't deduct $269 in monthly repayments for three plan loans from his monthly income to...

The Securities and Exchange Commission (SEC) has approved two more settlements involving improper mutual fund trading with two former California hedge fund managers.

Automated rollover provider Wealth Management Systems Inc. (WMSI) has appointed John Geli as Chief Executive Officer (CEO).

The Vanguard Group has announced a proposal with Charles Schwab Investment Management to reorganize the Laudus Rosenberg U.S. Large/Mid Capitalization Long/Short Equity Fund into a new Vanguard offering.

Standard&Poor’s has launched two indexes providing investors with exposure to the top stock picks of Standard&Poor’s Equity Research analysts in Europe and the United States.

Two-thirds (67%) of individuals who rolled a balance over to a personal IRA did so using a professional adviser, says a new report from Spectrem Group.

They have never rolled down a car window, never known a time when the Berlin Wall stood, and never seen anyone but Jay Leno host the Tonight Show.

A group of 92 large law firms has asked the Internal Revenue Service (IRS) for a one-year extension to comply with new §409A regulations, saying the current timeline...

Prudential Financial has tapped Christine C. Marcks as president of Prudential Retirement.

MG Advisory Services, LLC, a subsidiary of Matrix Settlement&Clearance Services, LLC, has announced the release of its new Plan Demographic Report for advisers and third-party administrators (TPAs) that...

Dow Jones Indexes has announced the launch of The Dow Jones - AIG Commodity SwapEX, an exchange-traded fund (ETF) for which the Dow Jones - AIG Commodity Index...

Pacific Life Insurance Company and Pacific Life&Annuity Company have introduced the "Road to Retirement" guide and the Retirement Income Needs fact finder to help financial professionals address the...

Only 16% of respondents surveyed by Thrivent Financial Services for Lutherans said they had undertaken a formal retirement planning process with an adviser, though 34% said they had...

Pentegra Retirement Services will add State Street Global Advisor’s (SSgA) Target Retirement Strategies to its offerings for defined contribution plan participants.

Seven out of 10 respondents to a recent poll said they would be moderately or very interested in one-on-one financial planning if offered through their employer and nearly...