News

Guggenheim Partners, a financial services firm, established the Guggenheim Investment Advisory division to serve the needs of investment advisers and other financial intermediaries.  

PLANSPONSOR, an Asset International company, has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.

Stock and bond funds experienced net inflows of $7.2 billion in December, according to Financial Research Corporation. 

Jeleen Guttenberg joined the Bracewell & Giuliani LLP law firm, which specializes in employee benefits, ERISA and Executive Compensation matters.

Frank Moore is the newest retirement plan consultant in the Birmingham, Alabama, office of CPI Qualified Plan Consultants.

F. Mackey Hughes has joined Wilmington Trust as managing director of endowments and foundations for the Wealth Advisory Services (WAS) business, the company announced.

Exchange-traded fund assets increased $8.8 billion (0.9%) during the month of January, to a total of approximately $1 trillion, according to State Street Global Advisors ETF Snapshot report.

Bishop Asset Management is introducing the Bishop Volatility Flex Fund (VFF).

The quarterly "Schwab Survey of Investor Confidence" shows clear signs that investor confidence improved at the end of 2010.  

The Hartford Mutual Funds announced an enhancement to the investment objective and strategy of The Hartford Tax-Free National Fund.

With many Baby Boomer executives approaching retirement and wanting to save significantly more than permitted through qualified retirement plans, deferred compensation programs are increasingly important components of contemporary...

361° Capital, an investment management firm focused on managing alternative investments for institutions, has launched its first mutual fund, the 361° Absolute Alpha Fund.

Morningstar, Inc. has introduced four data points for exchange-traded funds (ETFs) that it says will provide investors with more robust measures of the total costs and risks associated...

The Gabelli Global Deal Fund has changed its name to The GDL Fund, effective January 14, 2011.  

Over the past two years, the youngest generation in the workforce has become more engaged in learning about the benefits available to them, according to Unum.

The Center for a Secure Retirement (CSR) found that 51% of middle-income Americans (annual income between $25,000 and $75,000) have not been approached or contacted by a professional...

The Turner Funds is introducing three alternative, or long/short, stock mutual funds.

Towers Watson took an in-depth look at defined contribution (DC) plans among Fortune 100 companies, focusing on plan design and investment options.

We’re seeing a renewed focus on retirement income of late, and for good reason. 

The Trustee for the liquidation of Bernard L. Madoff Investment Securities LLC (BLMIS) has announced that his complaint against JPMorgan Chase & Co., JPMorgan Chase Bank, N.A., J.P....