Tag: Investing

Chicago Equity Partners LLC hired Paul M. LaCoursiere as managing director and senior fixed-income portfolio manager.

A registered investment advisory, ACI Capital Group LLC, was formally dissolved Friday.

Total U.S. retirement assets hit a new record high of $19.5 trillion as of December 31.

Fred Reish will speak at Transamerica’s April 16 webinar, which will focus on the concept and potential benefits of fund revenue equalization for retirement plans.

March 26, 2013 (PLANSPONSOR.com) – Manulife Asset Management has added a new U.S. small cap equity team.

Asset management firm Salient Partners appointed Rusty Guinn and Todd Centurino as directors of Investments.

As part of a new partnership, Wilmington Trust will offer a suite of collective investment funds managed by BlackRock Institutional Trust Company.

A white paper aims to help defined contribution (DC) plan sponsors understand how they can manage their investment responsibilities.

Al Scherlie has joined the investment consulting team of Taiber Kosmala & Associates LLC. 

Mesirow Financial Investment Strategies’ Fiduciary Partnership Services are now available through Vanguard Retirement Plan Access.

Seventy-nine percent of Americans responding to an Edward Jones survey admitted they have committed a mistake with regard to their finances.

The Income Simulator from Fidelity Investments is an online guidance tool that shows retirement plan participants how savings translates into actual retirement income.

Asset allocation, liquidity, absolute returns—they’re like gears in a watch built for the investor, but they don’t help them understand how to tell time, a source at Russell...

 Is the Department of Labor (DOL) stepping on toes with its guidance about target-date fund (TDF) selection?   

For the third edition of the Guide to Retirement, a couple of key themes were top of mind, Katherine Roy, chief retirement strategist at J.P. Morgan Asset Management,...

Defined contribution (DC) plans could gain the investment efficiencies enjoyed by many defined benefit (DB) plans, a paper contends.

 The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) prepared general guidance to assist plan fiduciaries in selecting and monitoring target-date funds (TDFs).  

Defined contribution (DC) plan participants’ daily transfer volume in January was far above recent trends, according to Aon Hewitt 401(k) Index.