News

Transamerica Retirement Services has been added to Morgan Stanley’s roster of 401(k) providers.

Wachovia Retirement Services (WRS) said Monday that it is now offering Income Solutions, a program that allows participants to buy an annuity as part of an IRA rollover.

CAPTRUST didn't have to look far for its latest acquisition.

UBS has reached a $23.3 million settlement agreement with New York Attorney General Andrew Cuomo to quell allegations that the investment bank engaged in ‘steering customers into the...

Goldman Sachs Group Inc. has hired former U.S. Trust Chief Executive Peter Scaturro, 47, as the global head of its private wealth management business.

This September, PLANSPONSOR will again open its annual nomination process for its Retirement Plan Adviser and Adviser Team of the Year awards.

That which we call a rose by any other name might smell as sweet – but that doesn’t mean you can call it a rose.

Without question, asset-allocation solutions—particularly target-date fund solutions—are well on their way to becoming a dominating force on retirement plan menus.

Without question, asset-allocation solutions—particularly target-date fund solutions—are well on their way to becoming a dominating force on retirement plan menus.

Advisers should not view the prevalence of lifecycle funds as a threat to their business, said Barbara J. Best, Vice President, Investments, Capital Strategies Group of Wachovia Securities;...

Workers who are confused about when to retire cannot look for clarity from Social Security, Medicare, and pension laws, because those three groups offer conflicting incentives to retire...

BISYS Retirement Services has acquired Fargo, North Dakota-based Frontier Trust Company from AXA Financial, Inc.

Financial advisers are most satisfied with wholesalers from GE Asset Management, BlackRock, and Russell Investment Group.

WisdomTree Investments, Inc. has announced that the WisdomTree Trust will launch a new dividend-weighted exchange-traded fund (ETF) on the New York Stock Exchange on July 13.

Second quarter returns of the world’s emerging markets outpaced that of the developed markets, according to Standard&Poor’s global stock market review, The World By Numbers.

Ibbotson Associates has received a patent on its portfolio creation technique for individual investors based on the concept of human capital - an investor’s future potential savings.

MassMutual Retirement Income (MMRI) has tapped Douglas. G. Russell, 47, as senior vice president, chief operating officer (COO) and chief financial officer (CFO).

The Guardian Insurance&Annuity Company, Inc. (GIAC) has announced it is now offering plan sponsors a managed account as a qualified default investment alternative (QDIA).

FundQuest has rolled out a platform that enables financial advisers to deliver advanced planning, implementation, and monitoring services to help investors achieve sustainable income during retirement.

The Securities and Exchange Commission (SEC) has filed a proposed plan to distribute money in a Fair Fund as part of the agency’s market timing case against INVESCO...