News

The path to business success in the retirement plan adviser world is paved with good relationships, according to new Fidelity Investments research.

Russell Investments has added six funds to its LifePoints Funds, Target Date Series.

The SPARK Institute has submitted a formal request to the IRS for a “Pre-Approved 403(b) Prototype Plan Program,″ according to SPARK Institute general counsel Larry Goldbrum.

Morningstar Investment Services on Monday introduced a managed account offering made up of five actively managed portfolios using exchange-traded funds (ETFs).

The number of fee-only financial advisers has been relatively flat in recent years - there are 10,466 Securities & Exchange Commission registered fee-only financial advisers – but the...

Over the past several weeks, I’ve gotten a lot of calls from reporters across the country looking to understand more about what appears to be a recent uptick...

A report from Cerulli Associates suggests merger and acquisition (M&A) activity among financial firms has spurred growth of the managed accounts market, and in some cases, this growth...

Boston-based Direxion Funds, a provider of leveraged index mutual funds, has launched the India Bull 2x Fund.

CPI Qualified Plan Consultants, Inc. has added JPMorgan Funds to its retirement plan platform.

Assets in employment-based defined contribution plans (typically 401(k) plans), individual retirement accounts (IRAs), and Keogh plans are concentrated in families with high family income and higher net worth,...

DWS Scudder has launched a proprietary analytical tool to assist plan sponsors and financial advisers in evaluating a defined contribution plan’s competitiveness and help address fiduciary responsibilities.

TIAA-CREF has named Bill Riegel the company’s Head of Global Equity Investments, succeeding Susan Ulick, who will retire on April 1, 2008 as planned.

Apparently March Madness has a bearing on more than just the college basketball tournaments.

A new report finds Generations X and Y members have defined financial goals including amassing a retirement savings nest egg.

The equities markets may be on a long-term fritz, but that hasn’t stopped fund investors from taking stock positions in their portfolios, according to new Strategic Insight data.

The SPARK Institute has filed a 13-page comment letter with the Internal Revenue Service (IRS) about the new 403(b) retirement savings plan regulations, asking for an extension of...

New York City comptroller William Thompson said he will investigate whether the failure of Bear Stearns&Co was due to miscalculation or deception.

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, announced that the SPDR DB International Government Inflation-Protected Bond ETF (Ticker: WIP) began trading on...

Thrivent Financial for Lutherans is launching a customized service to help retirees actively manage their invested assets and spending in retirement.

Thrivent Financial for Lutherans is launching a customized service to help retirees actively manage their invested assets and spending in retirement.