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Institutional investment manager Dimensional Fund Advisors will launch two retirement share classes for defined contribution plans.

Bank of America announced the launch of a Unified Managed Account (UMA) Program designed for its wealthy and ultra-wealthy clients.

In order to help financial advisers capture more business in the small-plan retirement plan market, Transamerica Retirement Services has expanded its sales support staff with a newly created...

Reaping the rewards of their success in meeting plan sponsors’ expectations about installation and ongoing service support, insurance companies have captured a larger share of the small to...

Westcore Funds has announced it is now offering an Institutional Share Class for seven of its no-load mutual funds.

M&I Investment Management Corp. has appointed Thomas Nolte, formerly of Wells Fargo and Strong Capital Management, as vice president, director of institutional sales.

Transamerica Financial Advisors, Inc. is using FOLIOfn Institutional to launch Transamerica I-Series, a separately managed account program that uses exchange-traded funds (ETFs).

Nearly half of retired adults said their expenses in retirement were what they expected, compared to about 30% who said they were more than they expected.

A new study provides more evidence that auto plan features – particularly auto enrollment at plans with $10 million or more in assets – have quickly become the...

Morningstar, Inc., is revising the way it rates and ranks group variable annuities by comparing group variable annuities to open-end mutual funds rather than individual variable annuities.

Despite the variety of advisers, practices, business models, and broker-dealer affiliations at our recent PLANADVISER National Conference, there was a remarkable degree of convergence of purpose in evidence.

Despite the variety of advisers, practices, business models, and broker-dealer affiliations at our recent PLANADVISER National Conference, there was a remarkable degree of convergence of purpose in evidence.

The combined assets of the nation's exchange-traded funds (ETFs) increased by $18.25 million, or 3.7%, to $507.11 billion in August, according to the Investment Company Institute (ICI).

Were you there? What did you miss?

XShares Advisors LLC’s newest family of funds, Adelante Shares Real Estate Exchange-Traded Funds (ETFs), began trading Friday on the New York Stock Exchange.

Record(k)eeper Pro, OppenheimerFunds' retirement program for small- to mid-sized companies in the 401(k) marketplace, has been added to the MLConnect retirement platform at Merrill Lynch.

The Vanguard Group registered with the U.S. Securities and Exchange Commission (SEC) for a new series of mutual funds designed to provide monthly payments to investors in retirement.

Mutual of Omaha will offer a target date funds option and an individual managed account option through a partnership with Morningstar Associates to retirement plan participants.

A group representing individual investors has released a study asserting that a Wall Street watchdog has too easily allowed brokers to expunge client complaints from their records –...