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Transamerica Appoints Northeast Regional Vice President
Transamerica Retirement Services has announced the promotion of Scott Young to regional vice president in its Northeast region.
Morgan Stanley Smith Barney Appoints New Head of Private Wealth Management
Managing Director Douglas J. Ketterer was announced as the new Head of Morgan Stanley Private Wealth Management.
BofA Merrill Lynch Finds Participants Continue to Make Positive Savings Steps
Bank of America Merrill Lynch’s Quarterly Scorecard on activity within its proprietary 401(k) business finds positive savings actions by 401(k) participants continuing to trend higher.
Aon Veteran Joins CAPTRUST
Grant Verhaeghe, a qualified retirement plan investment specialist and 11-year veteran of AON Investment Consulting, has joined CAPTRUST Financial Advisors as Director of Investment Research within the firm’s...
Trade Group Urges Form 5500 Deadline Delay
A retirement services industry group has sent a letter to federal officials urging they put off the deadline for filing the Form 5500 and 5500SF for the 2009...
Flexible Plan Investments Offers Absolute Return Portfolios
Flexible Plan Investments, Ltd., a national provider of actively managed accounts, announced Absolute Return Portfolios with Wolf Pack Advisors are now available to the independent broker/dealer and...
Diversified Offers Mobile Site Access
Diversified Investment Advisors has introduced Diversified Direct Mobile that allows participants to monitor their accounts from their mobile devices.
Bond Funds Dominate Mutual Fund Inflows through June
Flows into U.S. mutual funds reached $13.5 billion in June, according to data from Morningstar.
ETFs See $34B Inflow through June
June marked the fifth consecutive month of inflows for U.S. exchange-traded funds (ETFs), Morningstar reported.
Dow Jones Announces Launch of Long-Term Inflation Indexes
Dow Jones Indexes has announced the launch of the Dow Jones Long-Term Inflation Indexes.
DoL Issues New Fee Disclosure Rules
After months of anticipation, the Department of Labor (DoL) has released its interim final rule on fee disclosure.
Strategic Insight Sees More Growth for Bond and Alternative Investments
U.S. investors put $176 billion into stock and bond mutual funds (excluding ETFs) in the first half of 2010, according to Strategic Insight (SI), an Asset International company.
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Talking Points
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