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Loring Ward Expands IPS Options
Advisers who use Loring Ward for investment management, business management, and practice development will be offered enhanced investment policy statement (IPS) models.
Royal Alliance Hires SVP of Recruiting
Royal Alliance Associates, an independent broker/dealer, hired Kevin Beard as Senior Vice President of Recruiting.
Sheridan Road Financial Expands Senior Staff
Sheridan Road Financial, a provider of corporate advisory, corporate retirement, and wealth management services, has hired two investment consultants, Steven Kellar and...
Northern Trust Unveils Risk and Performance Data Plug-In
Northern Trust released Data Direct, an application designed to access risk and performance data through Microsoft Excel.
TD Ameritrade Programs Help RIAs Grow Retirement Business
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 to Acquire Alternative Investment Management Firm
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 Less Confident Than Men about Retirement
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...
Securian Helps Sponsors Decide if They Need Fiduciary Help
A new article from Securian will help plan sponsors decide if they need help with investment decisions.
"Sandwich Generation" Likely to Seek Financial Advice
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...
Investors Saying One Thing, Doing Another
An MFS Investment Management survey found misperceptions regarding asset allocation and retirement readiness.
Still River Offers Retirement Planning Tool to NEA Members
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 Provides Tool for Investment Due Diligence
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 Worry Significantly about Retirement
Younger boomers still have time to recover from the 2008 economic downturn, but worry about control and stability in retirement more than older boomers.
Downturn Reshapes Retirement Expectations
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...
Brockelman to Lead Putnam DC Adviser Sales
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...
Transamerica Hires Western Regional Vice President
David Ravarino will be the new regional vice president in Transamerica Retirement Service’s western region.
IRS Issues Rules on Hybrid Retirement Plans
The Internal Revenue Service issued proposed and final regulations concerning hybrid retirement plans.
Symetra Names National Sales Manager
Symetra Life Insurance Company named Richard Moran vice president and national sales manager for the company’s retirement and life insurance products.
Forward Management Adds to Sales Force
Forward Management, LLC hired Victor Melinauskas as Regional Sales Director for the Pacific Northwest Territory.
Russell and Parametric Team up on Index Series
Russell Investments and Parametric Portfolio Associates have collaborated on a new index series that measures the return dispersion of a varied selection of securities.