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Advisers who use Loring Ward for investment management, business management, and practice development will be offered enhanced investment policy statement (IPS) models.

Royal Alliance Associates, an independent broker/dealer, hired Kevin Beard as Senior Vice President of Recruiting. 

Sheridan Road Financial, a provider of corporate advisory, corporate retirement, and wealth management services, has hired two investment consultants, Steven Kellar and...

Northern Trust released Data Direct, an application designed to access risk and performance data through Microsoft Excel.

New services from TD Ameritrade Institutional are designed to help independent registered investment advisers (RIAs) and third-party administrators (TPAs) grow their retirement plan business and better meet the...

Genworth Financial, Inc. agreed to acquire the Altegris companies, a provider of alternative investments including hedge funds and managed futures products, representing approximately $2 billion in client assets.

Women feel more overwhelmed, less confident and less in control than men when it comes to financial planning and retirement, a survey by the Penn Mutual Life Insurance Company...

A new article from Securian will help plan sponsors decide if they need help with investment decisions.

New findings from MetLife’s 8th Annual Employee Benefits Trends Study show members of the working sandwich generation - those who are holding down a full-time job while raising...

An MFS Investment Management survey found misperceptions regarding asset allocation and retirement readiness. 

Still River announced that its new software is being offered at a discount to NEA (National Education Association) members who are approaching retirement or who are already retired.

Informa Investment Solutions introduced PSN Monitor, an interactive tool enabling institutional investors to incorporate consolidated industry insights into their own due diligence process.

Younger boomers still have time to recover from the 2008 economic downturn, but worry about control and stability in retirement more than older boomers.

Fifty-two percent of those in a recent Sun Life Financial poll expect to work at least three years longer than planned, and as many people expect to retire...

Putnam Investments has made changes to senior roles on its defined contribution team, in what Edmund F. Murphy, III, Managing Director, Head of Defined Contribution, called “the...

David Ravarino will be the new regional vice president in Transamerica Retirement Service’s western region.

The Internal Revenue Service issued proposed and final regulations concerning hybrid retirement plans.

Symetra Life Insurance Company named Richard Moran vice president and national sales manager for the company’s retirement and life insurance products.

Forward Management, LLC hired Victor Melinauskas as Regional Sales Director for the Pacific Northwest Territory.

Russell Investments and Parametric Portfolio Associates have collaborated on a new index series that measures the return dispersion of a varied selection of securities.