Tag: Investment Managers

Add a proposed class action lawsuit against M&T Bank Corporation to the sizable and quickly growing list of new ERISA actions filed so far in 2016. 

Cafaro Greenleaf names head of Houston office; Henry Yoshida joins Student Loan Genius; Portfolio manager launches asset management firm, and more. 

Guardian moves to expand investment flexibility with new options; Northern Trust enhances solution for fair value leveling through collaboration with Interactive Data; Nuveen Asset Management introduces pension liability...

Jefferson National expands alternative investments lineup amid fee upheaval; Macquarie Group’s Delaware Investments announces the availability of new retirement share classes; Baird’s Chautauqua Capital launches global and international...

Vanguard reports fund expense reductions; Fidelity launches expanded private equity platform; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform.

The company said the move was not triggered by the DOL’s new fiduciary rule.

Willis Towers Watson says delegation, i.e. turning over certain functions to a third party, isn’t a simple outsourcing solution.

T. Rowe Price has introduced three new equity funds that use a quantitative management style to select the stocks they hold. 

Northern Trust survey finds investment managers are more positive on the U.S. economy, but some trepidation remains with regard to the European and Asian markets.

Great-West Investments is a newly created organization within Great-West Financial.

NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales...

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services. 

ESOP repurchase liability can be difficult to predict and measure, making a real headache for plan sponsors. 

The Institutional Retirement Income Council suggests that today’s structured retirement income products are far more portable and accessible than is commonly understood by plan sponsors. 

John Hancock Investments adds three retirement portfolios to TDF suite; RMB Capital adds to investment expertise; American Funds debuts Active Scorecard fund screening tool.

Supporters say the California Secure Choice Retirement Savings Program will provide a voluntary, low-risk, auto-enrollment retirement savings plan for many uncovered workers in the state. 

Reflecting the expanding global scope of its asset management business, TIAA is rebranding its investment organization as “TIAA Global Asset Management.”

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

Financial research firm DST kasina finds only a minority of asset managers are fully leveraging the data they collect about financial advisers and their clients.

Baring Asset Management reveals brand consolidations; Core Bond Fund launched by Vanguard; FTSE Russell moves forward on collaboration with momentum investing specialist Trendrating.