News

The only asset class that has experienced a material drop in asset management fees is alternatives, Mercer said in a report.

A product education platform from CANNEX provides annuity and retirement income educational tools for advisers to use with clients in planning retirement income.

In 2012, mutual fund managers small and large saw substantial net inflows to their bond and stock funds.

Since the financial crisis, high-net-worth (HNW) investors have been averaging nearly four investment provider relationships, Cerulli research found.

Britt L. Bentley was named senior vice president and a principal of LCG Associates Inc.

The mass of Baby Boomers retiring and their potentially inadequate savings will present challenges for the whole economy.

More companies are making the financial wellness of their work force a priority in 2013, according to an Aon Hewitt survey.   

Morningstar Inc. reported estimated U.S. mutual fund asset flows through December 2012.

Adam Casavant joins U.S. Bank Institutional Trust and Custody in Chicago as a relationship manager.

James Treanor was promoted to principal and head of research, and Jonathan Havice to chief investment officer at Jeffrey Slocum and Associates Inc.

Charles W. Coldwell Jr. was promoted to vice president of consulting services at Pentegra Retirement Services.   

Participant reactions to recessions could result in lower retirement savings, a report shows.

Morningstar Inc. rolled out the Morningstar US Real Asset Index, a diversified portfolio of liquid assets that traditionally provide a hedge against inflation.

Research from Cerulli Associates shows increased interest in environmental, social and governance (ESG) investing, and not just among nonprofit organizations.

Change will continue to dominate business practices in the sixth year since the financial crisis,  according to a report from Aite Group.

CFA Institute launched an education program, the Claritas Investment Certificate.

Business Roundtable (BRT) developed a strategy to shore up Social Security and Medicare to reduce the deficit and stabilize the long-term fiscal outlook.

 How many cows are in Canada? 

Employees want to improve their retirement savings and want employers to share more of that responsibility with them, a survey suggests.

Mutual of Omaha’s Retirement Plans Division aims to extend its 401(k) and related product lines with the addition of four new regional...