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The PowerShares NextQ Portfolio has changed its name to the PowerShares NQX Portfolio.

Workplace retirement plans enjoyed an across-the-board participation hike in 2007—the first such increase since 1998.

Bellatore Financial, Inc. announced it will acquire Advisor Partners, LLC, as a wholly owned subsidiary.

Did you know fleas that live on a dog can jump higher than fleas that live on a cat?

Executor’s Resource launched EstateLogic, an estate and legacy preparation Web offering.

San Francisco-based The Online 401(k) announced a partnership with Oakmont Partners, a Boston-based financial consulting and planning firm.

Plaintiffs in a January 2005 stock-drop and excessive fee case have won two legal skirmishes with a federal judge’s rulings certifying the case as a class action and...

If you’re still trying to sort through what the Wachovia-Citigroup deal means – don’t bother.

Wells Fargo&Co. launched the Wells Fargo Advantage Social Sustainability Fund.

Amid the financial turmoil, financial advisers might be better off sending their own message to clients, rather than relying on financial firms.

Everybody talks about the changing face of retirement, but a new index purports to help put a face on that changing face.

The J.D. Power and Associates 2008 Financial Advisor Satisfaction Survey found that a firm’s performance was the key driver of satisfaction among employee advisers.

Mercer enhanced its current participant education offering by partnering with independent financial services expert Robert Powell.

ExpertPlan, provider of private label recordkeeping solutions for the micro to small retirement plan market, will be adding defined benefit plans to its existing suite of retirement products...

MassMutual’s Retirement Services Division appointed Brad Harrison to the position of managing director, Midwest region.

Broker/dealer Ameriprise Financial Services Inc. is suing mutual fund manager the Reserve Fund.