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Putnam Investments named Gerald Sullivan managing director and senior portfolio manager and Rob Brookby senior vice president and portfolio manager of its U.S. Large Cap Equity group.

State Street Global Advisors (SSgA) was selected by Lincoln Financial Group for an extensive sub-advisory relationship.

Lady Advisor provides resources for female financial advisers.

Ultra-high-net-worth business owners might have succession and estate plans, but fail to implement or update them, a study says.

Navellier&Associates decided two new financial blogs will allow them to communicate more effectively with advisers and investors.

Transamerica Financial Advisors, Inc., will be the first major independent broker/dealer to deploy SunGard’s paperless office platform TFA Synergy, available through the Protegent Customer Onboard system.

Emerging world equity markets gained 2.34% in May, while developed world markets returned 1.85%, according to Standard&Poor’s monthly stock market review, the World By Numbers.

Goldman Sachs Asset Management (GSAM) launched the Absolute Return Tracker (ART) Fund.

Baby Boomers are failing to follow the retirement planning disciplines that enabled their parents to achieve a satisfying retirement, according to a new study by NAVA, the Association...

In part two of our series on incorporating financial planning services into qualified plans, we’ll analyze profitability margins and work on setting competitive market rates for plan participants.

Russell Investments tapped board member John Schlifske as its new president and CEO after former head Craig Ueland stepped down from the post, the company said.

The Retirement Security Project proposes a trial period of automatic enrollment into lifetime income vehicles for 401(k) participants at retirement.

The latest data from the Principal Financial Well-Being Index indicate that a scant 3% of workers have cut back on retirement savings contributions in response to rising prices...

Almost one-third of affluent Boomers cite investments outside their retirement plan as the main funding source for retirement, a survey from Bell Investments found.

Schroders announced two new hires as part of the firm's expansion of its subadvisory, broker/dealer, financial adviser, and defined contribution investment-only (DCIO) distributions.

SunGard released a new version of the StreamCore Compliance Dashboard, a vendor-neutral compliance application to help broker/dealers meet transparency and supervision requirements during clearing and settling.

SunGard released WealthStation 3.0, an end-to-end wealth management platform.

First Western Investment Management said it more than doubled its assets with the acquisition of Los Angeles-based Financial Management Advisors.

Ashfield Capital Partners, a growth-equity manager and member firm of Old Mutual Asset Management, named Joseph M. Caticchio as director of institutional marketing and consultant relations.

Ascensus, recordkeeper to retirement plans in the micro to large market segments, has redesigned its participant Web site with what it calls a “common sense” approach.