News

Neuberger Berman hired three wholesalers to its team of twelve internal and external salespeople. 

A study by Bankrate.com found that only 24% of Americans have a six-month emergency savings cushion, and another 24% have no emergency savings at all.

Pershing LLC, a BNY Mellon company, has added more than 20 providers to its ValueAlliance program.

A Northwestern Mutual survey asked people in what areas do they most frequently set goals; financial goals were more common than family, fitness, or work-related goals. 

John Hancock Financial Network (JHFN) will begin offering its advisers practice management tools from the Retirement Plan Advisory Group (RPAG).

Pension Specialists, Inc. (PSI) has acquired Human Capital Services, a division of RSM McGladrey, Inc., and the new entity will be rebranded as Verisight, Inc.

The Securities and Exchange Commission (SEC) has come out with guidance on the timing of new requirements regarding security-based swaps under the Dodd-Frank legislation.

Those who have been waiting for the new Form 5500 EZ need wait no longer.

The underlying theme of last week’s PLANSPONSOR National Conference was “measuring up."

The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration will host a free Spanish-language retirement savings Webcast on June 22. 

Sentinel Investments announced that Crow Point Partners, LLC, will subadvise the firm’s Sentinel Mid Cap Value Fund (SYVAX, SYCVX, and SYVIX).

If you’re working with large retirement plans, and you’ve done a cash balance plan conversion, you may already be in the crosshairs of a new litigation trend.

Lincoln Financial Distributors (LFD) announced that Kelly Bush has joined the firm as regional sales director with the Institutional Retirement Solutions Distribution (IRSD) team.

A panel of experts at the PLANSPONSOR National Conference this week discussed practical ways to engage and involve retirement plan participants.

John Hancock Retirement Plan Services (RPS) rolled out an update to its iPad application for its PRIME Elements sales tool.  

A majority of investors do not understand the difference between suitability versus fiduciary standards, according to the J.D. Power and Associates 2011 U.S. Full Service Investor Satisfaction Study. 

Despite a lack of confidence in the overall economy, more than eight in 10 (83%) Americans believe their personal financial situation will remain the same or improve during...

Kevin O’Brien and Tyler Polk are the newest investment consultants at Fiduciary Investment Advisors (FIA), based in Windsor, Connecticut.

Invesco PowerShares Capital Management LLC is rolling out a suite of nine PowerShares Fundamental Pure Style exchange-traded funds (ETFs). 

UBS released two exchange-traded notes (ETNs), adding to its family of ETRACS – Exchange Traded Access Securities.