News

WisdomTree Investments, Inc. has licensed its WisdomTree Indexes to Aperio Group LLC, a California-based financial adviser that provides asset management services to taxable investors.

A scant 13% of Americans currently invest in international stocks and only 19% plan to do so over the next five years.

Albridge Solutions Inc. has added internal rate of return (IRR) and daily time weighted return (DTWR) rates calculations to its Albridge Wealth Reporting portfolio accounting and performance reporting...

PNC Institutional Investments has added Genworth’s ClearCourse group variable annuity as a 401(k) option on PNC’s platform.

Payroll provider SurePayroll has come out with an online 401(k) program for small business employers.

Los Angeles-based money manager Payden&Rygel has launched a series of target maturity funds using the investment research of Wilshire Funds Management.

Fidelity Investments announced on Monday that it had tapped Rodger A. Lawson as president of FMR Corp., Fidelity's holding company.

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.