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Advised Investors Feel More Confident about Equities
A survey by AXA Equitable found that Americans who work with financial professionals are more confident about their ability to invest in equities.
New Program Helps Advisers Manage 401(k) Assets of Individual Clients
Retirement Management Systems, Inc., said it launched an asset management program to help advisers manage the 401(k) assets of their clients.
Dow Jones Indexes Announces Target Date Additions
Dow Jones Indexes has updated its Dow Jones Target Date index series.
A Fifth of Small-Business Owners Tap into 401(k)s
The recession has taken a toll on small-business owners' retirement savings and personal health, according to a new survey.
Nuveen Expands Global Investment Reach, Platform
Nuveen Investments has extended its offerings to non-U.S. investors with the availability of two new strategies.
IMHO: “Access” Points
On Friday, the Department of Labor, as part of the White House’s Middle Class Task Force, formally unveiled a couple of initiatives.
Great-West Appoints New Regional Sales Director
Great-West Retirement Services has appointed Jeff Baumgartner as regional sales director for its 401(k) business.
DoL Proposes Revamped Investment Advice Rule
The White House today proposed a new rule to implement the exemption for investment advice in the Pension Protection Act (PPA).
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Retirement Plan Adviser of the Year Finalists
PLANSPONSOR unveils finalists for the Retirement Plan Adviser and Retirement Plan Adviser Team of the Year awards.
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Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
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What You Need to Know about Webcasts
As retirement plan advisers learn how to lasso new media as part of their practices, one of the most established methods to consider is using Webcasts.
EBSA Recovered More Than $1B in 2009
The U. S. Department of Labor’s Employee Benefits Security Administration (EBSA) reported recovering $1.36 billion in 2009 for employee benefits plans governed by the Employee Retirement Income Security...
SI Report Sees Inflection Point for the Mutual Fund Industry
The mutual fund industry gathered $4.2 trillion in net cash flows worldwide in the second half of the decade, according to a new report from Strategic Insight (SI),...
Wells Fargo Updates Retirement Site
Wells Fargo & Company said it enhanced its online retirement site with interactive planning tools.
Folio Offers MarketGlide ETF Target-Date Portfolios
Online brokerage Folio Investing has added Business Logic Corp.'s MarketGlide Folios to its inventory of brand-name investment strategies from third-party market professionals.
Janus Adds Adviser Sales Director in California
Janus Capital Group brought on Matthew Shortal to work with existing clients and identify new business opportunities in the financial intermediary sales channel.
NFP Launches Wealth Management Platform
National Financial Partners Corp. and its subsidiary, NFP Securities, Inc., recently launched NFP IndeSuite, a wealth management platform for the independent registered investment adviser (RIA).