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The First Command Financial Behaviors Index reveals that 23% of middle-class Americans who own a traditional IRA have yet to decide if they will convert their account to...

Fewer than one-third of employers surveyed by Mercer say they will offer the in-plan Roth conversion feature before 2012, and 45% say they have no plans to offer...

Based on their Hearts & Wallets research initiative, Chris Brown and Laura Varas have started a company, Hearts & Wallets, LLC.

Ee Fang Chen has been named Sales Director for Northern Trust Global Investments (NTGI) in the Asia-Pacific region.

In its latest “Financial Professionals Outlook,” Russell Investments found that 59% of advisers are optimistic about the markets, whereas only 7% believe their clients feel the same.

Exchange-traded fund assets reached $931 billion in November, according to data from State Street Global Advisors (SSgA).

Newkirk revised several services intended to satisfy the Department of Labor’s (DoL’s) recently released final rule on disclosing fees and expenses, the company announced.

Ex-Lehman Brothers CEO Richard Fuld and other Lehman executives kept their use of Repo 105, a method of financing designed to hide billions of dollars in debt, a...

A federal judge in New Jersey said that a 401(k) participant has no legal right to sue his employer over the company’s deferral limit of 15%.

Arnerich Massena, a Portland, Oregon-based independent money manager, chose Scott Dunbar to be its director of institutional services.

A recent Wells Fargo survey showed that many respondents did not have a realistic understanding about how much money they will need in retirement.   

Potential tax increases will lead to a higher number of households at risk in retirement, according to a new study.

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, announced the appointment of Frank Henze as head of exchange-traded funds, Asia Pacific.

Minneapolis-St. Paul residents are the best prepared for and confident about retirement, according to a new poll.

New York Life Retirement Plan Services announced the launch of a redesigned participant Web site.

MSCI Inc. has launched a series of value weighted indexes.

Forty-three percent of people said in a recent survey that in times of financial troubles, they would make early withdrawals from 401(k) or other retirement accounts.

With $4.2 trillion in assets, individual retirement accounts (IRA) accounted for more than one-quarter of all U.S. retirement wealth in 2Q2010, according to an Investment Company Institute (ICI)...

The Connecticut State Treasurer’s office announced several enhancements for the CHET direct-sold 529 college savings plan today.   

ING Retirement Services has added a tool to its GROW program that focuses on participant education.