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Guttenberg Joins Bracewell & Giuliani ERISA Practice
Jeleen Guttenberg joined the Bracewell & Giuliani LLP law firm, which specializes in employee benefits, ERISA and Executive Compensation matters.
Moore Comes Onboard at CPI
Frank Moore is the newest retirement plan consultant in the Birmingham, Alabama, office of CPI Qualified Plan Consultants.
Wilmington Trust Taps Hughes for Endowment Position
F. Mackey Hughes has joined Wilmington Trust as managing director of endowments and foundations for the Wealth Advisory Services (WAS) business, the company announced.
ETF Assets Continue Rise
Exchange-traded fund assets increased $8.8 billion (0.9%) during the month of January, to a total of approximately $1 trillion, according to State Street Global Advisors ETF Snapshot report.
Bishop Asset Management Launches Volatility Flex Fund
Bishop Asset Management is introducing the Bishop Volatility Flex Fund (VFF).
Investor Confidence Improved in Q4 2010
The quarterly "Schwab Survey of Investor Confidence" shows clear signs that investor confidence improved at the end of 2010.
Hartford Adds Real Return Objective to Tax-Free Fund
The Hartford Mutual Funds announced an enhancement to the investment objective and strategy of The Hartford Tax-Free National Fund.
Perspective: 10 Key Features of Deferred Compensation
With many Baby Boomer executives approaching retirement and wanting to save significantly more than permitted through qualified retirement plans, deferred compensation programs are increasingly important components of contemporary...
Investment Manager Releases Long/Short Fund
361° Capital, an investment management firm focused on managing alternative investments for institutions, has launched its first mutual fund, the 361° Absolute Alpha Fund.
Morningstar Announces New Measures for ETFs
Morningstar, Inc. has introduced four data points for exchange-traded funds (ETFs) that it says will provide investors with more robust measures of the total costs and risks associated...
Gabelli Changes Global Fund Name
The Gabelli Global Deal Fund has changed its name to The GDL Fund, effective January 14, 2011.
Gen Y More Knowledgeable about Benefits
Over the past two years, the youngest generation in the workforce has become more engaged in learning about the benefits available to them, according to Unum.
Professional Advisers Ignoring Middle-Income Americans?
The Center for a Secure Retirement (CSR) found that 51% of middle-income Americans (annual income between $25,000 and $75,000) have not been approached or contacted by a professional...
Turner Brings Out Three Long/Short Funds
The Turner Funds is introducing three alternative, or long/short, stock mutual funds.
Study Paints Detailed Portrait of Fortune 100 DC Plans
Towers Watson took an in-depth look at defined contribution (DC) plans among Fortune 100 companies, focusing on plan design and investment options.
IMHO: “Money Back” Guarantees
We’re seeing a renewed focus on retirement income of late, and for good reason.
Madoff Trustee Complaint against J.P. Morgan Unsealed
The Trustee for the liquidation of Bernard L. Madoff Investment Securities LLC (BLMIS) has announced that his complaint against JPMorgan Chase & Co., JPMorgan Chase Bank, N.A., J.P....
MassMutual Launches Participant Education Solution
MassMutual's Retirement Services Division has created RetireSmart, a participant education program.
BB&T Funds Renamed Sterling Capital Funds
Sterling Capital Management announced that effective as of February 1, BB&T Funds have been renamed Sterling Capital Funds.
Symetra Expands Sales Team Nationwide
Symetra Life Insurance Company named John Richter as vice president of National Accounts.