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With an anti-market timing rule scheduled to go into effect October 16, 2007, Securities and Exchange Commission (SEC) regulators have warned the investment industry not to misuse investor...

Fidelity Investments has tapped Ren Y. Cheng as chief investment officer (CIO) of its fast-growing life-cycle and asset-allocation funds, overseeing $130 billion in assets.

Mercer HR Services and Financial Engines have worked out an expanded alliance to provide Financial Engines' full suite of advisory services, including managed accounts, to Mercer HR Services'...

Alerus Financial will acquire the recordkeeping and advisory operations of the Stanton Group, a Minneapolis-based benefits, compensation and insurance services firm.

Aiming to help advisers grow their retirement income businesses, Fidelity Investments today introduced the Fidelity Retirement Income Evaluator, a Web-based planning tool that allows advisers to quickly and...

Dow Jones Indexes has teamed up with sister entity Barron's to launch a new index.

The average value of newlyweds’ combined assets is approximately $107,000, but few are protecting their financial future through life insurance, according to a recent survey by Allstate Insurance...

Mercer Investment Consulting (Mercer IC) announced that David Eisenberg has joined the firm in a new role as national segment leader - financial intermediaries.

In a business notorious for change, it nonetheless seems fair to say that the past twelve months have been extraordinary ones indeed for financial advisers.

In a business notorious for change, it nonetheless seems fair to say that the past twelve months have been extraordinary ones indeed for financial advisers.

Employees who have cashed out of their employer-sponsored retirement plans but still want to bring fiduciary breach suits seem to be getting some judiciary backing, with another federal...

Participants in two Principal Financial Group 401(k) plans have sued the Des Moines, Iowa-based plan provider, alleging it fraudulently convinced them to roll over their balances into a...

Newkirk, a provider of communication solutions for retirement plan providers, has finalized an education package to help providers educate their clients on the new final 403(b) regulations.

American investors are more worried about losing money on their investments and saving for retirement than they are about losing their job, buying a house or paying for...

The state of Missouri will begin offering an actively managed “terror-free” investment option for its 529 plan that ensures participants’ and investors’ portfolios exclude companies with ties to...

Principal Funds is ramping up its investment only (IO) strategy aimed at third-party platforms.

The American Stock Exchange (Amex) has launched trading in two new exchange-traded funds (ETFs) issued by First Trust Advisors L.P. - the First Trust FTSE EPRA/NAREIT Global Real...

Over half (53%) of pre-retirees indicated they are concerned about outliving their retirement savings, according to the Fidelity Research Institute.

Employers who have turned to auto enrollment to boost 401(k) participation should not rely too heavily on their company match to help keep employees from opting out.

Janus Capital Group Inc. has announced that Scott Schoelzel, portfolio manager of Janus Twenty Fund, will leave the firm at the end of 2007.