News

Invesco PowerShares Capital Management announced the PowerShares Chinese Yuan Dim Sum Bond Portfolio is expected to begin trading on Sept. 23, 2011. 

Long-term funds took in $370 billion in cash contributions globally, according to Strategic Insight (SI).  

The Securities and Exchange Commission (SEC) has charged the co-founder of institutional money manager AXA Rosenberg with securities fraud.

In a recently published paper, law firm Sutherland Asbill & Brennan poses the question: when should broker/dealers and advisers play it safe or tough it out when facing...

Morningstar, Inc. announced plans to launch rankings and research on exchange-traded fund (ETF) managed portfolios later this year. 

Essex Investment Management Company, LLC announced Gregory J. Goostray has joined the team as Vice President, Sales and Marketing. 

Russell Investments will expand its Investment Discipline Indexes (IDIs) to include U.S. small cap indexes.   

A Charles Schwab study found that 44% of individual investors plan to invest more in exchange-traded funds over the next 12 months. 

An SEI Quick Poll reveals nonprofits are adding new asset classes to portfolios in an effort to protect themselves against ongoing investment volatility.

linkedFA, a social networking site for financial professionals, has hired Eric Levine as its Executive Vice President of National Sales. 

Third-party administrators (TPAs) are playing an increasingly important role in the 403(b) market segment, notes an Issue Brief by Retirement Research Inc.

Putnam Investments has launched a Web site dedicated to helping advisers better serve their clients.  

It may seem obvious – but the fact that a car and a woman have the same psychological reaction in men means a lot for marketers.  

How can advisers add value to quarterly meetings with retirement plan committees?

Attendees at the PLANADVISER National Conference benefited from the presence of Michael L. Davis, Deputy Assistant Secretary, U.S. Department of Labor, discussing the status of retirement plan...

The Internal Revenue Service (IRS) has issued Revenue Procedure 2011-44, which modifies the procedures for church plans that are filing a request for a determination letter. 

Whether you’re interested in acquiring another practice or valuing your own for sale, the “buy/sell” process can be tackled from several angles.  

The Employee Benefits Security Administration (EBSA) will host a Webcast on the importance of saving geared towards college seniors and new entrants to the workforce.  

HighTower, a national financial services company serving high-net-worth and institutional clients, has added The Leventhal Group, based in Bethesda, Maryland, to its network.  

Owais Rana has joined the J.P. Morgan Asset Management Columbus Fixed Income team and will head the company’s Liability Driven Investment (LDI) Solutions group.