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Sun Down?
If that Daylight Savings Time switch leaves you feeling a big “ragged″, there may be a reason.
FundQuest Offers Two Russell Managed Accounts to RIAs
FundQuest’s managed account platform now includes two of Russell’s managed account programs to independent registered investment advisers (RIAs).
Barclays Launches Inflation-Linked Emerging Market Debt Indexes
Barclays Capital, the investment banking division of Barclays Bank PLC, announced the launch of a family of local currency Emerging Market Government Inflation-Linked Bond (EMGILB) benchmark indexes.
MBIA Asset Management to Launch Two Inflation Protected Funds
MBIA Asset Management plans to launch two new inflation protected, open-ended funds designed for institutional investors, pension funds, and high-net-worth individuals.
Principal Introduces New Individual 401(k)
The Principal Financial Group has introduced a new registered Individual 401(k) plan, offered through independent financial professionals, that it says combines the benefits of investment options from Principal...
Cerulli Report Highlights Areas for RIA Growth
The registered investment adviser (RIA) industry has grown significantly in two years, driven by growth of existing firms, new entrants to the market, and the growth of the...
Participation Rate Not The Only Plan Success Metric
A new survey has found many plan sponsors concentrating not just on snagging 401(k) participants, but helping them to save enough for retirement.
Dietz&Lynch Rolls Out Retirement Plan Advisory System
Dietz&Lynch Financial Group has unveiled an enhanced suite of retirement plan consulting services.
Transamerica Introduces Retirement Income Unit
Transamerica Life Insurance Company has unveiled a new business, Transamerica Retirement Management, Inc., to address workers’ needs to have money during retirement and related financial planning issues.
New Blue Ocean 401(k) Plans Use Index Mutual Funds
Blue Ocean Portfolios is launching a full service 401(k) plan that has an average annual total participant cost of 0.79% of assets, including the expense ratios of the...
New Web Site Helps With Cash Balance Plan Business
Kravitz has launched a Web site focused on cash balance plans to help retirement plan advisers, providers, and third party administrators grow their retirement plan business.
Citigroup Sued Over Possible ERISA Violations
Citigroup has been hit with a lawsuit alleging the financial services giant committed a variety of fiduciary breaches in improperly having its 401(k) plan do business with its...
BISYS’ New Name Says It is “Moving Up″
BISYS Retirement Services, on Monday unveiled its new name: Ascensus.
S&P Announces New Market Research Tool for Advisers
Standard&Poor's Equity Research Services has introduced a new market intelligence tool that provides the financial advisory market with a central source of real-time qualitative stock analysis, thematic research,...
Technology is Key Business Asset at Best-Managed Advisory Firms
According to a new report published by Schwab Institutional, the best-managed advisory firms have clear and long-term strategies for their technology investments, but many advisers are under-utilizing existing...
WisdomTree to Launch Emerging Markets Small-Cap ETF
WisdomTree Investments, Inc. has announced that the WisdomTree Trust will launch a new small-cap dividend-weighted exchange-traded fund (ETF) on October 30 under the ticker symbol DGS.
Schwab Introduces Human Capital Management Solution
Schwab Institutional has introduced a new offering to help advisers manage their human capital needs, including finding new talent, retaining and rewarding existing employees, structuring their organizations more...
S&P Introduces Three More Shariah-Compliant Indexes
Standard&Poor’s has launched three more Shariah-compliant indexes: the S&P Global Infrastructure Shariah, the S&P Global Healthcare Shariah, and the S&P /IFCI Large-MidCap Shariah.
Schwab Offers New Trust Services for RIAs
Schwab Institutional, a provider of custodial, operational, and trading support for independent investment advisors, has announced new services designed to help advisers retain the management of trust assets.
O'Neal Leaving Merrill
Following billions of dollars in write-downs and an unauthorized look to Wachovia Corp. for a possible merger, Stan O'Neal will reportedly be leaving his post as CEO of...