News

Invesco PowerShares Capital Management LLC announced plans for a suite of nine Fundamental Pure Style ETFs based on the Research Affiliates Fundamental Index (RAFI) methodology.

Since the financial crisis, institutional asset holders are selecting fewer strategic partners and even fewer products, according to Strategic Insight, an Asset International company.

Investment Metrics’ (IM) analysis of approximately 6,200 institutional separate account composites and commingled fund products finds the U.S. Small Cap category topped the performance chart in Q1 2011.

David Reich has been appointed executive vice president of retirement platform development for LPL Financial.  

Although two-thirds (66%) of the Class of 2011 who are graduating with debt say the value of college is worth the cost, one-quarter say they would have made...

The headlines last week were all about how new legislation had been introduced to cut down on the “leakage” from 401(k) plans. 

A new white paper assets that emotional responses are keeping those in and near retirement from accessing professional investment help.  

Drinker Biddle says the IRS is getting ready to issue long-anticipated regulations governing Internal Revenue Code Section 457(f) plans.

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) is hosting a workshop on how to correct certain fiduciary violations under the Employee Retirement Income Security Act (ERISA).

Retirement Investment Strategies has launched FinancialPlanStrategies.com to help those near and in retirement.

Looking at all angles of a wealthy client’s finances is undoubtedly important; one group is proposing tackling all aspects of a client's life to achieve the best outcomes.    

Total 529 savings plan assets increased to an estimated $146 billion in the first quarter of 2011, reflecting a 5.8% increase from the previous quarter.

A federal appeals court has ruled that UMB Bank is not responsible for losses to retirement plan accounts from investments directed by participants’ investment adviser.

Invesco PowerShares Capital Management announced that the PowerShares Convertible Securities Portfolio is anticipated to begin trading May 26, 2011, on the NYSE Arca.

TD Ameritrade has started a professional development program that aims to give women in financial advisory roles the tools they need to effectively market their services to female...

Russell Investments appointed Laurie Marchel, director, wirehouse channel distribution, for its U.S. adviser-sold business. 

Drawing comparisons to the Pension Protection Act that codified best practices that were already in play, Chip Castille, managing director and head of U.S. & Canada Defined Contribution...

Research from The Conference Board reveals that the 2008-2009 economic recession has increased pressure on individuals to delay retirement.

Research from Vanguard shows that defined contribution plan participants younger than 30 have higher equity allocations than other generations had at the same age.

The Financial Research Corporation (FRC) estimates that over the next five years, assets in defined contribution (DC) plans and IRAs will grow from $9.0 trillion in 2010 to...