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Social Security Statements Increase Knowledge
The Social Security Statement received annually by workers increases the probability that they will be able to estimate their benefit more accurately by 4.5 percentage points, according to...
Russell Expands Hedge Fund Team
Russell Investments is expanding its hedge fund team with the addition of Brian Burke as risk management officer and Lance Babbit as senior portfolio manager, hedge funds.
More Workers to Save Tax Refunds This Year
This year, fewer workers plan to use their tax refunds to pay off bills and more plan to put the money into savings than last year.
Software Company Offering DB(k) Document
ftwilliam.com, a provider of integrated Software as a Service (SaaS) solutions for third-party administrators (TPAs) and others in the retirement industry, is introducing a DB(k) document.
Perspective: Deferred Compensation—A Basic and Growing Need
Helping to bridge the retirement planning gap for executives is one of the most significant challenges—and near-term opportunities—plan advisers have today.
Appellate Court Sends Back Kraft Fee Case
A federal appellate court has thrown out a lower court’s decision in favor of an excessive retirement plan fee lawsuit and sent the matter back for further proceedings.
GEAM Appoints SVP, Institutional Sales
GE Asset Management (GEAM) selected Doug Heckman to be Senior Vice President of Institutional Sales.
Towers Watson COO to Retire by Year's End
Towers Watson announced that Mark Mactas, president and Chief Operating Officer (COO), has decided to retire by the end of calendar year 2011.
Manulife Names Managing Director, Institutional Sales
Manulife Asset Management announced Chad Gross will be taking on the role of Managing Director, Institutional Sales.
GoodHaven Capital Management Unveils Fund
GoodHaven, a registered investment adviser (RIA), launched the GoodHaven Fund with a focused portfolio management strategy and a flexible mandate.
Principal Adds Material to Education Portal
The Principal Financial Group has expanded its menu of educational guides for advisers to use with clients nearing retirement.
Broad Financial Expands Web Site with Education Center
Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.
TD Ameritrade Launches iPad App for Advisers
TD Ameritrade Institutional is launching the “Veo Mobile” iPad app as part of its "future adviser workstation" objective.
IMHO: Expert Opinions
I learned a long time ago that when it comes to things like automobile maintenance, home repair, or gardening, I’m better off hiring an expert.
ETF Assets Increase $21B in March
ETF industry assets rose $20.9 billion in August - up 2%, according to State Street Global Advisors’ ETF Snapshot.
Advisers Say Investors Would Benefit from VA Education
Most investors do not have a clear enough understanding of variable annuities (VAs) to appreciate the guaranteed income they can potentially provide, according to the results of a...
University of Oklahoma Selects Fidelity as Provider
Fidelity Investments has been selected by the University of Oklahoma (OU) as the sole administrative service provider for its 401(a), 457 and 403(b) defined contribution retirement plans.
Pru Launches Three Fixed Income Funds
Prudential Investments has begun offering three new fixed income funds.
What Investors Expect from “Independence”
Research from SEI found nearly three out of four investors regard "independence" as important, yet many believe it is not a realistic expectation when dealing with wealth management....
Independent Model Seen as More Lucrative
Nearly 70% of advisers expect the independent model to offer more earnings potential than any other business model over the next 18 months, a Fidelity Investments survey found.