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The Charles Schwab Corporation selected Marie A. Chandoha as president and CEO of Charles Schwab Investment Management, Inc. (CSIM), the investment adviser to Schwab and Laudus Funds.

Wilmington Trust appointed Richard F. Pagnoni as vice president for the Client Development team.

Bay Colony Partners and Dynamic Wealth Advisors are working together to provide a wealth management platform for customer portfolio management and client reporting.

Four Invesco PowerShares exchange-traded funds based on Keefe, Bruyette & Woods, Inc. (KBW) indexes began trading on the NYSE Arca today.

Cerulli Associates’ latest report predicts that wirehouse firms' managed account marketshare will fall to 50% by 2014. 

Russell Investments has hired Cynthia Steer as managing director, investment strategy.

American workers plan to juggle work and play by staying connected to the office while simultaneously celebrating the season, according to a holiday Omnibus survey from Adecco Staffing...

RidgeWorth Investments has launched a mobile application for its fee-benchmarking tool. 

Reaction from some in the retirement services community to President Obama’s fiscal commission’s final report was harshly negative, warning of dire consequences if the ideas in it are...

Gary L. Merritt, vice president of Bemcore Inc. of Dayton, Ohio, was sentenced by a federal court to five years’ probation and ordered to restore $186,070 to the...

Matthews International Capital Management, LLC (Matthews), adviser to the Matthews Asia Funds, has introduced an Institutional share class for nine of the Matthews Asia Funds.

A report by President Obama’s fiscal commission, released today, recommends a higher retirement age and cutting back tax-free treatment of employer-paid health insurance.

Pioneer Investments is partnering with Fiduciary360 (fi360) “to help prepare advisers for an increasingly fiduciary future.”

Actuarial and employee benefits consulting firm Nyhart has found 81% of employees 18 or older will not be able to afford to retire by the age of 65.

Lincoln Financial Group and Humana Inc. have formed a distribution partnership enabling 2,000 Humana agents to offer Lincoln's products.

A federal court denied a request for a jury trial by former employees of YRC Worldwide who are suing the company for offering company stock as a 401(k)...

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

The Principal Financial Group has introduced the Principal Advisor Compensation Application to provide direct access to a consolidated and summarized view of compensation statements.

MSCI Inc. launched the MSCI Micro Cap Indices for all Developed Markets countries and regions covered by MSCI.

Working with industry experts, the CFA Institute has published an investment guide for charitable organizations, donors, and beneficiaries.