News

Lord, Abbett & Co. and Wilshire Associates announced the joint release of Pro Active Income Solutions, portfolios designed to deliver targeted income through an active overlay. 

Roberta Eckert and Michael Agan are the newest Wealth Management Consultants on the Fee-Based Distribution team for Allianz Life.  

Morningstar, Inc. announced plans for a global fund ratings system and a uniform approach for global fund research reports.

Mutual of Omaha Retirement Plans Division announced a strategic alliance with Triad Advisors Inc. to help support the sale of its retirement plan solutions.

MetLife is expanding its workplace financial and retirement educational programs with a series of workshops covering an array of financial topics, known as PlanSmart.

Financial advisory firm Aperio Group LLC has partnered with Aquinas Associates to develop a portfolio that adheres to the U.S. Conference of Catholic Bishops’ (USCCB) socially responsive investing...

Advisers in the DC Advisory program at UBS Financial Services Inc. will receive fee benchmarking services from Fiduciary Benchmarks, in partnership with BlackRock.

In an amicus brief filed on behalf of plaintiffs in Taylor v. KeyCorp, Secretary of Labor Hilda L. Solis explains her opinion.

Principal Funds is launching the Web site Preferredsecurities.com as a place for advisers to learn about the potential of investing with preferred securities.  

Julie Gerend joins Advantus Capital Management as senior vice president, Institutional Accounts and Insurance Advisory Sales, effective May 31. 

Allergies are up across the country, but some cities are worse off than others, according to a study from Quest Diagnostics.  

The TIAA-CREF Lifecycle 2055 Fund is designed to meet the needs of investors who are currently18 to 22 years old and plan to retire in or around 2055.

The Windham Investment Risk Cycle strategy was designed to measure the interactions between global markets and determine how fragile one may be.

Social media compliance firm, Actiance, added capabilities to its Socialite platform that allow organizations to approve content and changes made to employee LinkedIn profiles.

For employees with stock options or nonqualified deferred compensation (NQDC) plans at work, myStockOptions.com and myNQDC.com are offering guidance on how to successfully save for college.

John W. Allen is the new Senior Client Portfolio Manager at Dwight Asset Management Company LLC. 

The Financial Accounting Standards Board (FASB) has tentatively decided not to require employers that contribute to multi-employer plans to disclose the estimated withdrawal liability, as it had proposed...

The Callan DC Index started the year strongly, advancing 4.3% in the first quarter, bolstering the annual return since inception, which now stands at 3.8%.   

The U.S. Department of Labor (DoL) obtained six consent judgments requiring payment of nearly $10.5 million in restitution to the DirecTECH Holding Co. Inc. Employee Stock Ownership Plan...

IndexUniverse.com reports that Oklahoma-based FaithShares has shuttered four of its five exchange-traded funds (ETFs) after the funds failed to attract significant assets.