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Black Diamond Brings on Fidelity Executive
Karen Lisowski has joined Black Diamond Performance Reporting as vice president of sales.
U.S. Stock Funds Get Snubbed in February
Excluding domestic-stock funds, every other major asset class took in assets in February, according to the Morningstar Direct Fund Flows Update.
Morningstar Finds Room for Improvement in Target-Date Funds
Morningstar's 2010 Target-Date Series Industry Survey finds target-date funds are performing well and becoming increasingly popular, but there is still room for improvement.
Russell to Expand Global Alternatives Team
Russell Investments is expanding its manager research and consulting advisory services globally in an effort to deepen capabilities in less traditional strategies such as active commodities, private investments,...
Schwab Offers Four PIMCO Muni Bond Strategies
Charles Schwab & Co., Inc. is expanding its fixed income offerings with four Municipal Bond Ladder Separately Managed Account (SMA) strategies managed by PIMCO.
IMHO: Afford Abilities
There are in this--or perhaps any—business certain moments of epiphany that shed light and clarity,
Investors Not Flocking to New Retirement Income Products
Despite a proliferation of retirement income products and financial services firms’ best efforts to capture the retirement income market, no single leader has emerged in this space, according...
Nautical Capital Management Introduces Commodity-Based Funds
Nautical Capital Management LLC has launched its commodity-based absolute return strategies.
Eaton Vance Plans Actively-Managed ETFs
Eaton Vance Management has filed an application with the Securities and Exchange Commission (SEC) to create and operate five actively-managed exchange-traded funds (ETFs).
J.P. Morgan Applies for Three New ETFs
J.P. Morgan Investment Management Inc. has filed applications with the Securities and Exchange Commission (SEC) to create and operate an actively-managed exchange-traded fund (ETF) and two index ETFs.
Strategic Insight Opens London Office
Strategic Insight (SI), an Asset International company, has opened an office in London.
DoL Recovers More than $12M for Calif. Company ESOP Participants
The U.S. Department of Labor has obtained consent judgments providing for restitution of more than $12 million by plan officials and service providers involved with the employee stock...
Number of Millionaires Back on the Rise
After the financial crisis whittled down the number of millionaires in the U.S., the number is recovering.
Targeted Communications Could Help Achieve Plan Results
Mercer said its recent effort with Synapses Inc., a provider of personalized 401(k) education, products, and services, indicates using targeted employee communications can achieve better plan results.
RPAG Expands Scorecard System to Rank ETFs
Retirement Plan Advisory Group (RPAG) has announced that its proprietary Scorecard System will now track, monitor, and rank more than 300 exchange-traded funds (ETFs).
Bond Funds Still Winning as Investors Dive Back into Market
U.S. mutual fund investors put an estimated $30 billion into stock and bond mutual funds in February, according to Strategic Insight (SI), an Asset International Company.
Principal Launches Estate-Planning Tools for Advisers
The Principal Financial Group unveiled Web tools to help advisers with estate planning.
Men More Sexually Active Than Women Later in Life
Men are more likely than women to be sexually active later in life, according to a new study conducted by University of Chicago researchers.
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Beneath the Surface
If you are thinking about changing affiliations, ask yourself these five questions before you accept a tempting offer