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Affluent Women Give Raspberries to Seminars, Newsletters
If you're interested in building out your business to affluent women, consider yourself forewarned.
Dow Jones Indexes and Wilshire Associates Incorporated announced the launch of the Dow Jones Wilshire Global Index...
Anchored by the Dow Jones Wilshire Global Total Market Index, the new index family seeks to measure all stocks with readily available prices in the world's markets, according...
BGI Snags Archard From Vanguard For iShares
Barclays Global Investors has tapped Noel Archard has head of Product Development for the U.S. iShares Business.
Putnam: Default Option Choice Presents Three Considerations
A new Putnam Investments analysis of the Department of Labor (DoL)-approved default option list suggests plan sponsors could be doing participants a disservice by concentrating too heavily on...
The Hartford Settles with SEC on Directed Brokerage Use
The Hartford Financial Services Group, Inc. has announced a settlement with the Securities and Exchange Commission (SEC) related to its use of directed brokerage and revenue sharing in...
NASD Orders More Fines for 529 Plan Violations
The National Association of Securities Dealers (NASD) has fined Chase Investment Services Corporation of Chicago and MetLife Securities, Inc. of New York $500,000 each for failing to establish...
Consider Boomer Subgroup When Targeting Communication
To help marketers more accurately target the baby boomer generation, the market research firm of Chadwick Martin Bailey (CMB), in conjunction with Arnold Worldwide, concluded a study by...
401(k)s Now Leading Retirement Savings Vehicle
A new study from the Investment Company Institute (ICI) shows that 401(k) plans, originally perceived as a supplement to worker pensions, now have more than twice as many...
401kDirect Unveils Plan Services Suite
401kDIRECT Network has released a "TOTAL Solutions Package" that will be marketed through a plan's broker, RIA, TPA, CPA or benefit consultant.
Paychex Adds Roth 401(k)
Paychex Inc., which provides payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses, has added a Roth 401(k) feature to its retirement services offering.
Van Kampen Unveils Three Fund of Funds
Van Kampen Funds Inc. has launched the Van Kampen Asset Allocation Funds, a series of target risk open-end mutual funds.
DWS Scudder Adds Morningstar Services
DWS Scudder announced it has added the managed account component of Morningstar Retirement Manager to its defined contribution investment advisory services.
T. Rowe Launches New Advisory Service Suite
T. Rowe Price has launched an enhanced suite of retirement-oriented Advisory Planning Services.
Firm Unveils Portfolio Performance Monitoring System
A Portland, Oregon firm has unveiled a new Web-based portfolio investment monitoring system.
Seven New Index-Based SRI Portfolios Launched
Progressive Asset Management (PAM) announced the launch of "Progressive Track Investments" (PTI), a suite of investment products that are both socially screened and track existing benchmark indices for...
DST Adds Auto Services to RK Platform
DST Systems, a Kansas City, Missouri-based recordkeeping services provider, is adding automatic investment selection and automatic deferral to its existing automatic enrollment capabilities.
Fidelity Tool Targets Plan Review Trend
Citing research that claims that most small businesses review their retirement plans annually — and that more than a quarter will change providers this year — Fidelity Investments...
Benefits Consultant Develops Pension Metrics
A Washington, DC-based benefits consultant has released a list of pension metrics intended to give the best indicator of a plan's true performance.
CAPTRUST&Plan Advisory Services Link Up
CAPTRUST Financial Advisors, an investment research and advisory firm, announced they have entered into a letter of intent to acquire substantially all of the assets of Philadelphia-based Plan...
SunGard Snaps Up Managed Account Provider ProNvest
SunGard announced Thursday that it has acquired Chattanooga-based ProNvest, a provider of managed account services.