News

Only 44% of investors reported being confident in their ability to retire in financial security as they had planned, according to a nationwide survey commissioned by Citi and...

As the workplace becomes increasingly mobile, smartphones have become indispensable to many owners of small and medium-sized businesses, according to a new survey.

During the 12 months since stock markets bottomed in March 2009, worldwide bond and stock mutual fund net inflows eclipsed $1 trillion, about half of which was garnered...

Through a partnership with Inspira, a provider of private-labeled IRA solutions, Wealth Management Systems, Inc (WMSI) will expand its product offering to include private-labeled IRA Solutions.

Strategic Insight (SI) said exchange-traded funds (ETFs) experienced roughly $7.7 billion of aggregate net inflows during the first quarter of 2010.

MFS Investment Management has announced the appointment of Robert J. Manning to chairman of the company, effective July 1.

The Newport Group has appointed George Sutherland as vice president, Retirement Services.

Many Baby Boomers plan to continue working in retirement, and not just to make ends meet, but to keep physically and mentally energized.

Despite recognizing the need to have a plan or saving for retirement, less than one-fifth (18%) of Asian Americans have engaged in a conversation with a financial professional,...

PIMCO is launching the PIMCO EqS Pathfinder Fund, the first actively managed equity strategy in the PIMCO Equity Series (EqS).

Fidelity Investments has released a new bundled 401(k) platform distributed through registered investment advisers (RIAs).

Fidelity Investments has announced a new Small Business Retirement Plan program for clients of registered investment advisers (RIAs).

A new Vanguard study reports a significant increase in the use of target-date funds in retirement plans.

Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...

Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.

David A. Kania has joined Sentinel Financial Services Company Retirement and Subadvisory team as vice president and regional retirement director.

Pershing Advisor Solutions LLC, a BNY Mellon company, said its new HealthCheck tool allows its registered investment adviser (RIA) customers to assess the operating health of their businesses.

Fund managers are taking on more risk in anticipation of a “Goldilocks” recovery in the economy, according to the BofA Merrill Lynch Survey of Fund Managers for April.

A majority of employers that made changes to their retirement plans in response to the economic downturn expect to keep those changes in 2010, according to a new...

Seventy-seven percent of employees said financial advice and guidance programs would improve their productivity in the workplace, according to MetLife’s 8th annual Employee Benefits Trends Study.