News

More than 12,000 LPL Financial advisers will become members of the Financial Services Institute (FSI), an advocacy group for independent broker/dealers and advisers, as part of a new...

In its semi-annual Affluent Insights survey, Merrill Lynch found younger affluent investors (between the ages of 18 and 34) are much more concerned about their financial security than...

Investors of all ages are turning to cash in what appears to be a deliberate and longer-term fundamental change in investing, according to the MFS Investing Sentiment Survey.

A federal court has advanced claims by investors in State Street stock, including retirement plan participants, relating to its foreign exchange practices.

MBM Advisors has been purchased from Sterling Bank by Donald R. Black, Lindsey A. Black and Robert L. Burnam.

Dow Jones Indexes and UBS Investment Bank have launched the Dow Jones-UBS Roll Select Commodity Index, a gauge designed to mitigate the negative effects of contango on index...

A recent study from Hearts & Wallets found that affluent investors, ages 40–60, are saving for financial freedom rather than a traditional retirement. 

Rydex announced the launch of two equal weight exchange-traded funds (ETFs). 

The year we began publishing PLANADVISER was a big year in many ways for me.  

Westminster Consulting appointed Gabriel Potter as Senior Investment Research Associate.

U.S. REIT total returns were more than double those of the broader equity market in the first seven months of 2011, according to the National Association of Real...

The Principal Financial Group has launched its "Your Services" program, designed to help retirement plan sponsors manage their fiduciary obligations.

Only a small proportion of companies take cultural issues into consideration as part of their integration plans for mergers and acquisitions (M&As), a Mercer survey has found.

Global consultant Towers Watson hired three investment analysts in Australia: Deepti Tammareddi, Andrew Tay, and Jordan Taylor.

A federal district court approved an additional award of fees and costs incurred by attorneys representing participants who won a cash balance plan challenge.

For whatever reason, summertime brings out a desire for casual attire and flexible hours for many employees, according to a recent Adecco Staffing survey. 

Bank of America Merrill Lynch has hired Michael Keady and Page Howell to its Consultant Relations team.

MassMutual has hired Garrett Carlough and Andrew Hanlon as sales directors to its Retirement Services sales and client management organization.

The Association of Flight Attendants-CWA, representing 1,000 employees of Republic Airways Holdings and its Frontier Airlines, approved a new collective bargaining agreement that gives them an ownership stake...

Sixty percent of asset managers rely on their wholesalers to develop and manage their own business plans for their territories, according to kasina, but few firms provide the...