News

U.S. mutual fund investors poured an estimated $46 billion into stock and bond mutual funds in January, according to Strategic Insight (SI), an Asset International company.

The Retirement Services division of American United Life Insurance Company (AUL), a OneAmerica company, announced Peter Welsh has been named to the newly created position of vice president...

BPAS, a national provider of plan administration, actuarial, and institutional trust services in support of financial intermediaries, has launched a major upgrade to its Partner Toolbox.

Wells Fargo Advisors Financial Network, LLC, said it now offers a new program to help its advisers determine, build, and monitor the value of their practice.

The Hartford said it added new Web tools to help start a college-savings dialogue between financial advisers and their clients.

Investors are leaning on their advisers to help them with the college savings process, a survey by The Hartford indicated.

ProFunds Group has launched eight new ProShares exchange-traded funds (ETFs).

Romance is still blossoming at the water cooler.

The Newport Group, a provider of retirement and executive benefit plans and investment consulting services, has appointed Joseph Cosentino as a regional director.

DB Climate Change Advisors (DBCCA), a business of Deutsche Bank’ Asset Management division, and The NASDAQ OMX Group, Inc., have introduced the DB NASDAQ OMX Clean Tech Index...

The Principal Financial Group has released two online tools to help plan sponsors file their Form 5500 reports with the U.S. Department of Labor (DoL).

A study affirms the idea that defined contribution (DC) plans could end up with differing plan design features and results depending on the choice of service providers such...

Charles Schwab and Co., Inc., said it is releasing two Schwab Market Knowledge Tools reports to help registered investment advisers (RIAs) tackle succession planning and understand M&A deal...

Transamerica Asset Management Group has teamed up with Wellington Management to offer the Transamerica WMC Diversified Growth fund to retail investors in April.

The city of Burlington, Vermont, has filed a regulatory complaint against Morgan Stanley alleging that the firm’s consultants sold the city pension fund investments that caused it to...

Some fund managers offer better Web tools for advisers than others.

PlanTools, LLC, has introduced an expanded suite of online tools that automates the production of data for inclusion in the Department of Labor's required Schedule C reporting.

A new study found turnover rate in some actively managed equity funds can be as high as 200% more than that claimed by the manager.

Wealth Management Systems Inc. (WMSI) now offers Roth IRAs to participants rolling over their retirement savings.

E*Trade has rolled out a new advice solution that it says will “help investors navigate complex market dynamics.”