Tag: Investing

State Street Corp. said on Monday the U.S. attorney in Manhattan and the New York attorney general are investigating its foreign-exchange trades.

Pension plan sponsors view controlling funded status volatility as the top priority for their organizations, reports an SEI Quick Poll.  

BlackRock, Inc. entered into a definitive agreement to acquire Claymore Canada.  

Only 8% of women strongly agree they are building a large enough retirement nest egg. 

More than half (58%) of Americans indicate they would feel more confident about their finances if they had a financial plan in place.  

Saving for retirement and protecting their families in case of death is important to Americans across generations. 

Schwab Retirement Plan Services Inc. launched Schwab Index Advantage, a 401(k) plan offer designed to lower costs, simplify investing and help workers better prepare for retirement. 

Transamerica Retirement Services has expanded its lineup of available investment choices and investment styles for the small- and mid-sized plan markets.

With the renewed emphasis on investment risk management and portfolio diversification driven by the down economy, Cerulli Associates predicts international/global fixed income will be the next big product...

John Hancock Retirement Plan Services (RPS) announced it will offer two suites of Lifecycle portfolios, providing participants a choice in 401(k) asset allocation options.

Wolters Kluwer Law & Business has launched ftwPro Amend as part of its ftwilliam.com portfolio.

Mesirow Financial has been engaged to provide strategic asset allocation models for participants in client plans offered by Alliance Benefit Group (ABG). 

UBS AG’s U.S. wealth management arm is hosting its first broker training class in two years, another sign that firms are seeking new ways to expand their recruiting...

U.S. Retirement Partners (USRP) has acquired United Specialty Benefits (USB), which will be part of USRP’s national network that provides 403(b) retirement benefits and other services to the...

The Financial Industry Regulatory Authority (FINRA) has fined Merrill Lynch $500,000 for failing to provide sales charge discounts to customers of eligible purchases of Unit Investment Trusts (UITs).

The Vanguard Group has unveiled the Vanguard Target Retirement 2055 Fund, for investors 18 to 22 years old. 

The August BofA Merrill Lynch Fund Manager Survey sees investors moving into Europe and out of Japan and the U.S.