Political Differences
Democrats are frequently characterized as “tax and spend″ by those on the other side of the political spectrum.
News
Switch From DB to DC Lowered Retiree Replacement Income
New research from the Center for Retirement Research at Boston College (CRR) suggests the change in the retirement landscape from predominately defined benefit plans to mostly defined contribution...
Other Investment Vehicles to Eclipse Mutual Fund Net Sales
Mutual fund net sales will trend up by 2% annually, but investors will have to look elsewhere for the real significant growth, according to a new study.
BlackRock’s Doll Looks Into His Crystal Ball for 2008
Taking what he calls a “cautiously optimistic view for 2008,″ Bob Doll, Vice Chairman and Chief Investment Officer of Global Equities at BlackRock, Inc., predicts that the U.S....
PMFM Names Doherty as President
The board of directors of PMFM, Inc., an Athens, Georgia-based registered investment adviser, has tapped Judson P. Doherty as president, effective immediately.
Another Retirement Exec to Join CAPTRUST
CAPTRUST Financial Advisors has announced that Beryl Ball has joined the advisory and research firm.
Pershing Introduces ETF Information Site
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has launched the Exchange-Traded Funds (ETF) Center to provide its introducing broker/dealer and independent registered investment...
New Index Represents Short Position of S&P 500
Standard&Poor’s has launched the S&P 500 Inverse Index, designed to provide investors with the inverse performance of the S&P 500.
MassMutual Appoints New Head of Retirement Services
Executive Vice President Elaine Sarsynski, currently Chairman, President and CEO of MassMutual International LLC, will assume additional responsibilities as head of the Retirement Services Division.
S&P Releases Eco-Friendly Index
Standard&Poor’s has launched a new investable index seeking exposure to environmentally responsible investment strategies.
Federated, Kaufmann Unveil Large Cap Offering
Federated Investors has launched Federated Kaufmann Large Cap Fund, an equity fund that seeks to provide capital appreciation by investing in the securities of large companies.
Agility Asset Management Launches with Growth Equity Focus
Four investment industry veterans have hung out a new shingle as Agility Asset Management, LLC.
CAPTRUST Adds Dave Liebrock to its Team
Dave Liebrock, formerly executive vice president, retirement, at Fidelity Investments Institutional Services, Co., has left the firm to become a financial adviser with CAPTRUST Financial Advisors.
Kravitz Unveils Asset Allocation Solution for Cash Balance Plans
Advisers that work with cash balance plans now have access to an asset allocation solution developed specifically for those programs.