News

A wider array of investment options, an adviser-focused micro site and new branding are among the improvements to OppenheimerFunds’ Scholar’s Edge 529 Plan.

The Vanguard Group launched a campaign that uses coffee to help people better understand the role costs play in long-term investing.

The financial services industry has to do a better job of helping people meet retirement goals, said Laurence Fink, chairman and chief executive of BlackRock.

Institutions are seeking more consistent returns across economic environments, according to new research from Cerulli Associates.

Young investors are taking the lessons learned during the economic downturn to heart, with those in Generation Y saving aggressively for retirement.

More retirement plan sponsors use social media for communications than one might think.

 How people deal with their student debt could derail their efforts to save for retirement. 

 The New York State Department of Taxation and Finance decided a lump-sum payment from the non-qualified retirement plans of a bankrupt plan sponsor was not subject to state...

Retirement plan industry training from a partnership of firms and industry organizations is intended to help advisers maintain and grow their retirement plan practice. 

Richard K. Ciccione was hired as a consultant by LCG Associates Inc., an investment consulting firm headquartered in Atlanta.

Ann M. O’Connell has joined CapTrust Advisors of Tampa, Florida, in their institutional retirement group.

Segal Rogerscasey and Frontier Advisors have established the Global Investment Research Alliance (GIRA).

Wealth Management Systems Inc. introduced a tool to simplify deciding between a traditional and a Roth individual retirement account (IRA) plan.

According to a study by Fidelity, advisers who moved to an independent model saw the greatest increase in compensation. 

 Russell Investments’ Asset Class Dashboard was developed to help advisers establish context and perspective with clients when evaluating the performance of asset classes. 

Newkirk, a provider of marketing communications for financial and health care companies, announced completion of its Roth Conversion Analyzer.

Most middle-class military families trust the financial planners they work with, according to a recent survey.

Robert Leary has been named executive vice president and president of TIAA-CREF Asset Management.

The PowerShares Fundamental Emerging Markets Local Debt Portfolio (PFEM) was unveiled by Invesco PowerShares, trading on the NYSE Arca. 

A new service from Savant Capital Management, eSavant Advisor, offers investment and planning advice to online investors.