News

The Calvert Emerging Markets Equity Fund is a sustainable and responsible investment (SRI) mutual fund.

Northern Trust added solutions for institutional investors seeking socially responsible investing options. 

 Employee Benefit Solutions (EBS) announced Thursday it is changing its corporate identity and renaming the company Ascende.   

Nearly 60% of non-retired investors working with a financial adviser want experts with retirement income credentials, a survey found.

Fifty-six perfect of investors polled by ING said saving for retirement is harder than running a marathon.

Two-thirds (65%) of middle-income ($40,000 to $99,999) American workers are saving less than 5% of their annual income for retirement.

For the third quarter, the Callan Target Date Index bounced back from a poor second quarter with a return of 4.57%.

Keep your friends close—especially the popular ones.

John Lefferts joined Lion Street’s management team as president of Lion Street Financial and Lion Street Advisors. 

The Altegris Macro Strategy Fund integrated the Brevan Howard Emerging Markets Local Fixed Income strategy.

Fiduciary Investment Advisors (FIA) hired Robert A. Corlito as an investment consultant in the Boston office.

First Allied Holdings Inc. acquired The Legend Group.

Social Security may play a greater role in retirement security for future retirees, but many are uninformed about maximizing this benefit. 

ING U.S. is offering a new retirement income practice management program. 

Two of Advent Software’s portfolio management systems have been integrated into Schwab OpenView Gateway.

Lyxor has developed a new approach to target-date funds (TDFs) to ensure proper retirement benefits.

The job of regulatory agencies is to encourage the offering of retirement plans. 

When considering ethical behavior, the question is not “What would you do?”—it’s “What should you do?”

Discussing health care costs in retirement is new for many advisers, and few say they have the knowledge and resources to do it well.

Ibbotson Associates reported target-date fund (TDF) returns experienced gains in the third quarter.