News

Aite Group concludes that advisers who manage their clients’ assets directly are in a better position to take immediate action when markets show volatility.

Owners of the New York Mets baseball team agreed in principle to settle a lawsuit by employees who said they lost millions of dollars in retirement money that...

Putnam Investments has launched the Putnam Short Duration Income Fund, which seeks to combine characteristics of both money market funds and ultra-short bond funds.

Russell Investments has launched its first international equity factor exchange-traded funds (ETFs).

The United Nations had told the world to prepare for the birth of its 7 billionth occupant on Monday, October 31; in the days that followed, identifying this...

Lincoln Financial Group is making its mutual fund-based, net asset value (NAV) retirement solution, Lincoln Alliance, available to small-to-mid-sized retirement plans.

A national survey found that regardless of age or gender, a significant percentage of Americans are confused as to what is the best way to plan and manage...

Raymond James has formed a partnership with Actiance to provide its financial advisers access to social media tools including LinkedIn, Facebook, and Twitter. 

 Dan Dubois and Darin Wassmann have joined the Retirement Benefits Group (RBG).  

Charles Schwab has unveiled several enhancements to its technology offerings that support independent registered investment advisers (RIAs) at its annual conference in San Francisco.

Sheridan Road Financial, an investment adviser specializing in middle-market corporate retirement plans, has hired Tina Wisialowski as a Managing Director. 

TD Ameritrade’s annual New Year’s Resolution survey found 30% of respondents plan to start or build up their retirement savings in 2012.

SunTrust Banks, Inc. launched an enhanced version of PlanLink, its online access point for employees of SunTrust’s Institutional 401(k) clients. 

Charles Schwab has made several key enhancements to its Schwab EquiView recordkeeping system and Equity Award Center Web site.

Starting to save early and working longer are more effective means for ensuring a secure retirement than earning a higher return on savings, says a new report from...

The institutional defined contribution (DC) market is out of reach for most mutual fund managers; therefore, the focus of many DCIO sales efforts is the retail market, concludes...

IndexIQ has expanded its suite of exchange-traded fund (ETF) model portfolios with its IQ Global Alternatives ETF Model Portfolio. 

The Retirement Income Solutions division of Sun Life Financial has launched the Sun Life Solutions Variable Annuity and the Sun Income Vision Living Benefit. 

Retirement plan consultant Tegrit Group has joined the International Benefits Network (IBN).

The Platinum 401k multiple employer plan program will now include a retirement income option from The Hartford.