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Ongoing portfolio globalization and the increasing role of “alternative” investments - hedge funds, private equity and real estate - are expected to reshape institutional investment in North America.

401k Widgets' product line has been expanded to include a glossary, checklist, and FAQs.

Bank of America Merrill Lynch’s Advisor Alliance program now has partnerships with 12 recordkeeping partners.

Barclays Capital has launched Barclays Capital Research for iPad, which provides the firm’s institutional clients with access to its research via iPad devices.

Dow Jones Indexes and UBS Investment Bank announced they are adding eight commodity subindexes to the Dow Jones-UBS Commodity Index family.

AXA Equitable Life Insurance Company has developed applications for use on BlackBerry smartphones, which cover retirement income and life insurance topics.

Federal class action filing activity increased in 2010, yet the financial services industry is not to blame, according to the 15th annual Securities Litigation...

Research from The Hartford found lower income Americans are more worried about rising taxes than those with higher incomes, yet are not taking advantage of tax-saving solutions.

Less than five percent of advisers have shifted their practice to exclusively serve the Baby Boomer market, but researchers say this percentage is likely to grow.  

State Street Global Advisors (SSgA) has launched the SPDR Barclays Capital Issuer Scored Corporate Bond Exchange-Traded Fund (ETF).

Old research says narcissists behave the way they do unknowingly; now, research is coming out that says narcissists know they are narcissists and are perfectly pleased with the...

Transamerica Retirement Services is launching TPA Choice, a suite of solutions that provides third party administrators (TPAs) the ability to customize how they work with Transamerica.

Sentinel Investments hired Kelli K. Hill as co-manager to the Sentinel Capital Growth, Sentinel Growth Leaders, and Sentinel Sustainable Growth Opportunities Funds effective April 1, 2011.

The U.S. Department of Labor is soliciting public comments that address the possibility of expanding or modifying current rules about electronic distribution of employee benefit plan information.

7Twelve Advisors, LLC launched the 7Twelve Balanced Fund.

Generations X and Y value working with a team; however, industry recruiters are trying to persuade with “be your own boss” tactics and not always succeeding, LIMRA research...

ETF Securities (ETFS) has cross-listed four of its physically-backed precious metal products on the Mexican stock exchange, the Bolsa Mexicana de Valores (BMV).

MSCI Inc. has launched three risk-based indices.

Actiance, a firm specializing in Internet-based security, management and compliance issues, has partnered with LinkedIn to broaden social media usage by financial service professionals.

Archimedes Systems has a new “RMD-Stretch IRA” modeling tool to help financial advisers and their clients better plan a retirement distribution strategy.