Although ETFs remain $27.6 billion off their peak asset level from April 2011, they experienced two consecutive months of inflows in June and July ($10.0 billion and $17.3...
Investors who maintain a diversified asset-allocation strategy, and do not pull out of equities or make sudden contribution reductions, during even the most volatile market activity are rewarded...
Financial Research Corporation's (FRC) 529 College Savings Quarterly Data Highlights show 529 savings plan assets have increased to an estimated $149.8 billion as of the second quarter of...
A free, online course being offered by Stanford University has attracted more than 60,000 students from around the globe – and no, it’s not “Economics 101.”
J.P. Morgan Asset Management has hired Matthew Mintzer as head of National Accounts and leader of the Defined Contribution (DC) Advisor Team for the company's Defined Contribution Investment...
In a new review of litigation on the issue of employer stock in retirement plans, the National Center for Employee Ownership has found almost all of the stock...
U.S. Secretary of Labor Hilda L. Solis is asking an appellate court to uphold a district court's decision refusing to dismiss a claim that SunTrust plan fiduciaries...
Although plan sponsors report high satisfaction levels with their current QDIA (qualified default investment alternatives) investment managers, opportunities exist for aspiring managers to differentiate themselves.
Schwab Advisor Services data on registered investment adviser (RIA) mergers and acquisitions activity for the first half of 2011 shows M&A activity is down from 2010, but deal...
The Investment Company Institute (ICI) said plaintiffs’ contentions in Tibble v. Edison International that so-called “retail” mutual funds offered by the plan would not have been offered by...
The Center for Retirement Research at Boston College found that the increase of older workers in the workforce is related to reduced availability of pensions and retiree health...