News

Charles Schwab and AARP announced a partnership in which Schwab will provide select financial guidance services to AARP members.  

A white paper from the Principal Financial Group will help plan sponsors understand and comply with new fee disclosure rules. 

Sixty-two percent of investors changed their approach to investing in the aftermath of the 2008-2009 economic recession, according to a TD Ameritrade survey.

Interactive Data Corporation, a provider of financial market data, analytics, and related solutions, has developed BondEdge TradeLink.

Allianz Life Insurance Company of North America announced organizational changes to its broker/dealer (B/D) distribution team. 

Marianne Bamonte, a veteran of the custody, investment, and trust services industry, has been named manager of the Institutional Services division at Union Bank.

The Merrill Lynch “Affluent Insights Quarterly” survey shows that although 66% of affluent investors know conservative investing will help them avoid losing money in turbulent times, only 25%...

Believe it or not, PLANADVISER Magazine is five years old this year. 

Financial Engines has rolled out what it calls “the first retirement income solution designed specifically for 401(k) plans.” 

Standard & Poor's has announced the launch of the S&P GSCI Dynamic Roll Index.  

Cambridge Investment Research, Inc. has announced a strategic partnership with Retirement Plan Advisory Group (RPAG).  

Wilmington Trust announced the addition of Nicholas Adams to Corporate Client Services (CCS), part of its Client Development team.

Sheridan Road Financial, an investment advisory firm for middle-market corporate retirement plans, has opened an office in Milwaukee, Wisconsin.   

In response to a mandate from the Dodd-Frank Act to investigate investor access to information on broker/dealers (B/Ds) and registered investment advisers (RIAs), the Securities and Exchange Commission...

Vanguard is bringing the Vanguard Total International Stock ETF (VXUS) to market, which will track the MSCI All Country World ex USA Investable Market Index.

GuidedChoice has launched GuidedSpending 2.0, a major revision of its retirement income advice program.

The Principal Financial Group upgraded its Web site for retirement plan participants.

State Street Global Advisors (SSgA) now has 96 SPDR ETFs in the U.S.

The Vanguard Group was the largest fund manager as of December 31, 2010, according to Strategic Insight, an Asset International company.

Allianz Life Insurance Company of North America named Karen Gemmill as senior director of Product Innovation.