News

SunGard released WealthStation 3.0, an end-to-end wealth management platform.

First Western Investment Management said it more than doubled its assets with the acquisition of Los Angeles-based Financial Management Advisors.

Ashfield Capital Partners, a growth-equity manager and member firm of Old Mutual Asset Management, named Joseph M. Caticchio as director of institutional marketing and consultant relations.

Ascensus, recordkeeper to retirement plans in the micro to large market segments, has redesigned its participant Web site with what it calls a “common sense” approach.

Paychex, Inc., added auto enrollment as an optional plan feature for its 401(k) offering.

National Retirement Partners, Inc., today said it acquired Noble Retirement Group and Noble Benefits Group in the Houston area.

More than a decade ago, my mom was getting her finances ready for retirement.

More than a decade ago, my mom was getting her finances ready for retirement.

Nationwide formally launched the Nationwide Income Planning Desk to serve as a consultant for advisers on income solutions for their clients.

Retirees are least satisfied with advice on how to draw down their savings without draining it, a Nationwide survey said.

The Index Allocator allows investors and advisers to create hypothetical index asset allocation strategies.

A law firm investigates whether conduct of fiduciaries to the Wachovia Savings Plan violated ERISA by not disclosing the risk of company stocks in light of the sub-prime...

The popular virtual world of Second Life is on the road to becoming a communication tool in the financial world.

Broker/dealer United Planners Financial Services of America launched a managed account platform available to their investment adviser qualified representatives.

Employer-sponsored IRAs may sound like a good idea for workers without traditional retirement savings programs, but a new study says that federal regulators can’t evaluate the option effectively...

Newkirk now includes an investment change notice to its participant communications offering.

Sun Life Financial Inc. announced enhancements to its program for succession planning.

Invesco PowerShares Capital Management LLC will list two new exchange-traded funds (ETFs) on the NASDAQ Stock Market.

Debbie Vince, formerly of 401(k) Producer Services, has taken on a newly created role of director of member firm services at National Retirement Partners (NRP).

Wisdom Tree and Dreyfus are launching an exchange-traded fund (ETF) family with exposure to foreign currencies.