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...
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...
Through an arrangement with Morningstar Associates, LLC, Prudential Retirement has created an in-plan asset allocation option that provides a guaranteed withdrawal benefit.
The Securities and Exchange Commission (SEC) on Wednesday announced a $37 million payout to more than 300,000 investors who were harmed by Columbia Funds’ fraudulent mutual fund market...
Although a majority of defined benefit plan sponsors have either closed the plan to new hires or frozen it for all participants in the last two years, most...
NASD announced on Wednesday it has fined Securities America, Inc. of Omaha, Nebraska, $375,000 for improperly sharing directed brokerage commissions from a mutual fund company with Michael Bullock,...
As high net worth individuals (HNWIs) develop an increasingly more global outlook with diversified interests, ‘investments of passion’ have become an important portfolio allocation.
Claymore Securities, Inc. has announced the launch of two new exchange-traded funds (ETFs), the Claymore/Zacks Country Rotation ETF (CRO) and the Claymore/Zacks International Yield Hog Index ETF (HGI).