News

In conjunction with Moss Adams LLP, a provider of management consulting services to advisory firms, Schwab Institutional has released two reports to aide independent investment advisers with organization...

This past week, we passed the “anniversary″ of the commencement of bombing strikes in Operation Desert Storm (1991). Now, I was too old—and my kids too young—to have...

Commonwealth Financial Network now offers Jefferson National Life Insurance Company’s flat-insurance fee variable annuity on its platform, the firms announced last week.

The Vanguard Group on Thursday announced the launch of the Vanguard Structured Large-Cap Value Fund.

State Street Corporation has come out with a Web-based tool that gives retirement plan participants direct and secure access to personal payment information and account transactions.

Fund manager Fred Alger Management Inc., has agreed to a $45 million settlement of charges it engaged in a “massive″ market timing scheme that benefited favored investors.

Colorado-based PVG Asset Management Corporation has made its Hedged Portfolio Management accounts available to 401(k) plans and participants.

Assets in multi-manager products grew by 40% during 2005 to exceed $1.3 trillion, according to the recent Cerulli Quantitative Update, Global Multi-manager Products 2006.

Retirement for many Americans these days is not a matter of suddenly exchanging employment for a quiet life of leisure; instead, a majority of Americans age 40-69 expect...

The Principal Financial Group introduced to its platform the combination of its mutual funds and the funds of newly-acquired money manager WM Group Advisors.

JPMorgan Funds has hired David Musto, formerly of Prudential Retirement, as Managing Director of its Retirement and Defined Contribution Investment Only (DC/IO) business and Glenn Dial, formerly of...

New employees are being allowed to get up to speed in their company’s 401(k) plan more quickly than a year ago, according to a new survey.

The latest Standard&Poor’s Indices Versus Active Funds Scorecard (SPIVA) shows the S&P 500 outperformed 69.1% of large-cap funds.

The U.S. Senate Finance Committee on Wednesday approved by voice vote a measure that could limit the earnings corporate executives can defer into non-qualified deferred compensation (NQDC) plans.

Newly released results of a study from Fidelity Investments indicate Individual Retirement Accounts (IRAs) are not generally being used as a primary retirement savings vehicle and many investors...

The investment arm of State Street Corporation launched today an exchange-traded fund family that tracks developed and emerging market stocks outside the U.S.

DALBAR released Wednesday its annual ranking of top customer service providers in the financial intermediary, mutual fund, broker/dealer, annuities, life insurance and retirement plan provider industry.

Vanguard is adding exchange-traded funds (ETFs), which will be structured as separate share classes of existing mutual funds, to its four existing bond index funds in an effort...

Russell Investment Group unveiled a new index Wednesday meant to satiate asset managers’ increasing thirst for more global investment options.

Advisers in the federal retirement marketplace now have a new tool to illustrate retirement savings shortfalls with “vivid clarity.”