News

A BofA Merrill Lynch survey reports major changes in investor sentiment for the global economy and corporate earnings. 

Smart401k, an Overland Park, Kansas-based education provider for employer plans, has unveiled two online offerings. 

If you’re an advisor new to the social media scene, take some time to jump start your networking presence!  

The Hartford Financial Services Group, Inc. is launching a new educational campaign to help financial advisers consult with doctors, lawyers, and other professionals on planning for retirement in...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) is taking its “Getting It Right – Know Your Fiduciary Responsibilities” seminar to Indianapolis. 

John Hancock Funds has completed the adoption of the Robeco Boston Partners Mid Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value...

National Planning Holdings, Inc. (NPH) announced the launch of WealthOne, a Web-based advisory platform that offers investment strategies and products to all NPH-affiliated advisers.

The results of a recent survey of financial advisers reveal the "must-have" technologies for running a more efficient and profitable advisory business.  

Morgan Stanley Smith Barney has hired two adviser teams from UBS AG and one adviser from Charles Schwab Corp, representing over half a billion dollars in client...

Brinker Capital has announced plans to launch an absolute return portfolio embedded in a separately managed account (SMA) format.

Virtus Investment Partners has launched the Virtus Premium AlphaSector Fund (Class A: VAPAX), an extension of Virtus' AlphaSector product suite that is subadvised by quantitatively-based investment firm F-Squared...

Rydex|SGI has introduced four mutual funds “that may help investors weather the ups and downs of challenging market environments.”

Morgan Stanley Investment Management (MSIM) has announced the appointment of Michael Kushma as Chief Investment Officer of Global Fixed Income.

Russell Investments has announced a new offering that "provides advisers with a next-generation tool that responds to current market conditions while still providing long-term risk management."  

Two giants in the benefit consulting space have decided to join forces.  

While the spate of revenue-sharing suits has—for the moment, anyway—faded into the background, fees remain one of the most hotly debated topics in our industry. ...

The 34% global market rebound of 2009, while a welcome respite, only slightly improved the funding status of S&P 500 pension plans, according to a recent analysis. 

A new survey reveals that 401(k) participants don’t know as much about plan fees and investing as employers think they do.

Institutional investment managers have moderated their expectations for global growth in the face of European debt concerns, according to a quarterly survey conducted by Northern Trust Global Advisors...

A business owner in Holyoke, Massachusetts, has pleaded guilty to embezzling $45,000 from his employees' retirement plan.