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In a study about charitable behaviors of high-net-worth households, Bank of America Merrill Lynch found that giving is as important as before the recession, but many are giving...

Vision Capital Management Inc. announced Todd S. Jessup will join the firm as Director, Institutional Marketing and Client Services.

Transamerica Retirement Services introduced a new plan management program to help financial advisers, third party administrators, and plan sponsors better administer employer-sponsored retirement plans.

USAA selected AdviceAmerica technology, recently acquired by Fiserv, to provide its members with an online retirement savings and distribution tool.

A settlement of $4.5 million has been preliminarily approved by a federal court in a consolidated class action lawsuit against Diebold, Incorporated.

The retirement services division of American United Life Insurance Company (AUL) announced the appointment of Gail Lingle to the position.

Speaking at the Security Industry and Financial Markets Association’s (SIFMA) annual meeting earlier this week, Senator Chris Dodd (D-Connecticut) attempted to explain the Dodd-Frank act to a skeptical...

Mercer announced a number of management changes in its Investments and Retirement, Risk & Finance businesses.

Pre-retiree participants who continuously held a 401(k) plan with Fidelity Investments for the past 10 years more than doubled their account balances, according to a Fidelity news release.

The U.S. District Court for the Southern District of New York ruled in favor of an employer sued for its use of a year-old stock valuation when making...

Forty-six percent of 50 to 60 year olds have a target retirement date or age in mind, 38% have a target nest egg in mind, and 34% have...

If you are a man with a moustache, November is your time to shine.  

A retirement industry trade group says that a proposal in the Deficit Reduction Commission Proposals could eliminate 401(k) plans.

As Published by...

The global mutual fund industry is on pace for $850 billion in net inflows to stock and bond mutual funds in 2010, according to Strategic Insight (SI), an...

Northern Trust announced that it has enhanced its collateral management system to provide real-time access and transparent reporting of the daily over-the-counter (OTC) derivative collateral call process.

FolioDynamix and Scott & Stringfellow announced today the launch of a new unified managed account (UMA).

Exchange-traded funds saw net inflows of $13.1 billion in October, on the heels of September's inflows of $25.5 billion, according to the latest Morningstar data.

Investors contributed $26.8 billion to long-term mutual funds in October, about twice the previous month's tally, according to the latest Morningstar fund flow data.

More than one-third of Generation X and Y (Gen X/Y) investors surveyed by MFS Investment Management say their need for advice has increased since the downturn.