News

Where to eat when you're on the go. 

Far more organizations provide defined contribution retirement plan participants with general educational materials about the plan and about investing than provide participants with individual investment advice, according to a poll by...

The system, WealthCentral, allows registered investment advisers (RIAs) to integrate several programs into one centralized website.

Callan Associates reports that the Callan DC Index’s second-quarter performance was its worst since the fourth quarter of 2008.

Fidelity Investments recently released the results of their 4th annual College Savings Indicator study, as well as new guidelines for how much parents should be setting aside...

A new Hewitt Associates study of the Roth 401(k) feature found that 29% of mid- to large-sized employers offer it and 25% are very or somewhat likely to...

A federal appellate court has cleared Solvay Chemicals Inc. of wrongdoing in its cash balance plan conversion, but sent a narrowly drawn notice issue back to a lower...

By collaborating with WisdomTree Investments, Advisors Asset Management (AAM) will now offer advisers a wider array of exchange-traded funds (ETFs) as part of their investment solutions.

Vanguard has introduced a new Web-based service that enables individuals to compare income annuities from leading insurance companies.

Longer life spans, increased personal responsibility for retirement savings, and the recent market downturn can seriously impact a person’s retirement preparedness and most Americans in a recent study...

A Fidelity Investments study finds that less than a third of investors who are newly eligible to complete a Roth IRA conversion are aware of the flexibility they...

BOSS Business Services has developed an iPhone App for tracking business expenses.

 Standard & Poor's has expanded its family of municipal bond indexes with the launch of the S&P Municipal Yield Index.

Research done by Anova Consulting Group shows how properly training new, small-market plan sponsors is imperative for advisers and plan providers to achieve client satisfaction. 

The investment software firm says the new Web-based tool, AlphaFunds, provides advisers with advanced risk analysis and performance measurement capabilities to evaluate mutual funds.  

UBS Global Asset Management has appointed Bruce Amlicke as Co-CIO and Head of Alternative Investment Solutions (AIS).

River Road Asset Management, LLC announced that Eric Cinnamond has joined the firm as Vice President and Portfolio Manager at River Road, and will lead the firm’s new...

EPIC Advisors, a 401(k) plan recordkeeping firm, has appointed Carolyn Richardson as a sales consultant. 

The U.S. retail unit of Deutsche Bank’s global Asset Management division announced Michael Hughes has been named Director and Senior Account Manager, responsible for National Accounts.  

Transamerica Asset Management Group will introduce Transamerica WMC Quality Value in November 2010.