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Mid Atlantic Trust Company (MATC) teamed up with Inspira to create an IRA capture solution that enables clients to enter the automatic and voluntary rollover business quickly.

Gina Gurgiolo is the newest Senior Consultant at the Multnomah Group.

Exchange-traded funds gained $10.3 billion in November, pushing year-to-date inflows to $95.6 billion, according to data from Morningstar.

After contributing $26.8 billion to long-term mutual funds in October, investors added just $2.7 billion in November, according to data from Morningstar.

People who spend time with a financial professional report saving two to three times more than their peers who do not, according to a study from the ING Retirement Research...

The Financial Research Corporation (FRC) projects asset growth in the DC market will achieve close to a 12% compounded annual growth rate between 2010 and 2015.

Baby Boomers will inherit $8.4 trillion at 2009 levels, with a $64,000 median and $2.4 trillion already having been received.

A Russell Investments poll found money managers confident in the global economy and its ability to sustain the U.S. equity markets following the global financial crisis.

Research from the Principal Financial Group finds business protection is the number one business priority of company owners, surpassing health insurance.

A Hartford Financial Services Group survey finds a striking sense of pessimism about the quality of life respondents are expecting in retirement.

In its second annual survey on New Year’s resolutions, Allianz Life found that more Americans would rather enlist the help of a financial “trainer” than a physical trainer in...

Despite predictions for higher global equity and commodity prices, and a stronger U.S. dollar for 2011, Bank of America Merrill Lynch also forecasts a much weaker recovery than...

FundQuest, a provider of investment research and wealth management solutions, hired  Robert Vines and Andrew Simonetti as AVPs of Regional Sales.

The Guardian Insurance & Annuity Company, Inc. is introducing an enhanced fund lineup for its group retirement product platform.

RidgeWorth Investments hired Brandon Shea to fill the newly-created role of National Sales Manager for its Defined Contribution Investment Only team.

Morley Financial Services has appointed Ron Heath as its managing director - sales and marketing, effective December 27, 2010.