News

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. 

The Fidelity VIP Target Volatility Portfolio is designed to deliver more consistent returns in guaranteed benefit products. 

Bruce Feibel was named head of performance analytics at BNY Mellon Investment Management.

Optimistic older adults face a greater risk of disabilities and death, according to research from the American Psychological Association.

Laurie Russman was hired as the managing director of the distribution team at MacKay Shields LLC.

Jon Reiners was named vice president and business development officer at U.S. Bank Institutional Trust and Custody in Denver.

Financial Engines is expanding its services to include management of Individual Retirement Accounts (IRAs).

Exchange-traded fund (ETF) assets increased by $24.1 billion, or 1.7%, in April.

Seven out of ten pre-retirees surveyed say they would ideally like to include some work in their retirement years.

Double digit U.S. equity returns powered a solid first quarter for all institutional plan types, according to the Wilshire Trust Universe Comparison Service (TUCS).

A free, online conference for financial professionals to promote alternative investing education is being hosted by RIA Database and ETF Trends on May 15.