News

Many married couples are not in agreement when it comes to retirement plans - 22% of couples don’t even agree on whether or not they use the services...

Pershing Advisor Solutions LLC has launched a new program for independent registered investment advisers (RIAs) offering support in the area of practice management, including planning and marketing.

Concerned that employees are not paying attention to their retirement savings, 96% of U.S. employers say their top priority is encouraging employees to take more responsibility.

Dodd F. Kittsley, previously the director of the Strategy and Research Group for State Street Global Advisors (SSgA), has joined Barclays Global Investors (BGI).

Cynthia L. Egan has left her post at Fidelity Investments to become president of T. Rowe Price Retirement Plan Services.

The Online 401(k) is partnering with nine payroll firms around the country during the first quarter of 2007, enabling small businesses to access an independent, integrated payroll and...

Delaware Investments has named Michael J. Hogan as Head of Equity Investments, overseeing all of the firm's equity management teams.

Hedge funds posted 2.10% returns for the first quarter, outperforming the S&P 500 and the MSCI World Index, according to research from Morningstar, Inc.

Baby boomers plans for cash needs in retirement will likely frustrate their advisers: they plan to withdraw significant sums of money early on, drawing down their savings faster...

Participants in 401(k) plans seemed to be looking for stability in their investments in March, moving $572 million from equities to fixed income over the month, according to...

Piper Jaffray Companies announced the signing of a definitive agreement to acquire Fiduciary Asset Management, LLC, a St. Louis-based investment management firm, for approximately $66 million in cash.

The Securities and Exchange Commission (SEC) this year plans to turn its attention to fees paid, and how they are disclosed, to 401(k) plan investors, according to Chairman...

The Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates published the 17th Annual Retirement Confidence Index last week – and, for the very most part, it’s probably safe...

The Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates published the 17th Annual Retirement Confidence Index last week – and, for the very most part, it’s probably safe...

Adopting a process-centric approach to retirement income management will provide better service to clients and will lead to faster asset growth for the adviser, along with higher productivity...

Even as defined contribution plans emerge as the preferred employer-sponsored pension plan, a survey by the Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates suggests that workers may...

Nearly half (43%) of advisers believe that international investing continues to offer the best opportunities for portfolio diversification, although they say that correlations are increasing across the globe.

Cheating on your taxes is bad - almost as bad as cheating on your spouse.

Columbia Management Advisors, LLC (CMA), a subsidiary of Bank of America Corporation, has agreed to sell its Colonial closed-end fund management business to MFS Investment Management (MFS).

The Treasury Department and the Internal Revenue Service (IRS) have issued final regulations for the application of Section 409A on Nonqualified Deferred Compensation Plans.