News

Fidelity Investments has created a Client Experience organization within its institutional division in order to meet the “evolving demands” of independent advisers, broker/dealers, traders, and family offices.

Collective trust funds (CTFs) are experiencing a renewed interest over the last few years in the defined contribution landscape, according to the latest retirement-focused research from Cerulli Associates.

Data from Charles Schwab shows that more people are rolling 401(k) savings into an individual retirement account (IRA) when leaving a job.

Investors have recovered their bullishness towards equity markets, but are shifting their focus away from Europe and into the U.S. and Japan, according to the BofA Merrill Lynch...

A COUNTRY Financial survey revealed that 41% of respondents are more confused about how to save for retirement after the recession.

Vanguard is adding to its family of 30 actively managed stock funds the Vanguard Explorer Value Fund, which focuses primarily on stocks of small and medium-sized U.S. companies.

Callan Associates’ Performance Evaluation Program (PEP) has new features and data in its reporting platform.

An Illinois-based retirement plan consulting firm has introduced a Fiduciary Fitness Review for plan sponsors.

Retirement plan advisers looking to help participants (and plan sponsors) find a retirement income solution have another option to consider.

Fee-based retirement advisers can now work with Paychex Retirement Services, which previously only worked with commission-based advisers.

A legislative amendment could make it easier for participants to do a Roth conversion within a 401(k) plan – but not for as many as you might have...

After steep outflows of roughly $16.7 billion in January, exchange-traded funds attracted net inflows of more than $4.6 billion in February, according to the Morningstar Direct Fund Flows...

Karen Lisowski has joined Black Diamond Performance Reporting as vice president of sales.

Excluding domestic-stock funds, every other major asset class took in assets in February, according to the Morningstar Direct Fund Flows Update.

Morningstar's 2010 Target-Date Series Industry Survey finds target-date funds are performing well and becoming increasingly popular, but there is still room for improvement.

Russell Investments is expanding its manager research and consulting advisory services globally in an effort to deepen capabilities in less traditional strategies such as active commodities, private investments,...

Charles Schwab & Co., Inc. is expanding its fixed income offerings with four Municipal Bond Ladder Separately Managed Account (SMA) strategies managed by PIMCO.

There are in this--or perhaps any—business certain moments of epiphany that shed light and clarity,

Despite a proliferation of retirement income products and financial services firms’ best efforts to capture the retirement income market, no single leader has emerged in this space, according...

Nautical Capital Management LLC has launched its commodity-based absolute return strategies.