News

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.

Jim Poe and Associates Inc. received $637,843 from nonqualified clients, according to the Securities and Exchange Commission (SEC). 

A plan sponsor’s request that a retiree return nearly $730,000 in overpaid pension benefits has won court approval.

Military families with a financial adviser are more likely to feel confident about retirement than those not receiving advice, new research shows.

Philip Poole has joined Deutsche Asset & Wealth Management as head of research, a new role for the firm.

Every plan and every employee population is somewhat unique, so the decision about special education should be considered by fiduciaries on a plan-by-plan basis.

Jeffrey Hommel and Marc Panasuk joined TD Ameritrade’s retirement planning business as vice presidents for sales and retirement plan solutions.

Investors should expect strong equity market results through 2014, with the potential for real U.S. GDP growth to approach 5% in multiple quarters.

Putting a tilt on his 2013 forecast, Bob Doll of Nuveen Asset Management predicts a grind-higher economy and a muddle-through stock market for the year ahead. 

The funded status of U.S. corporate pension plans reached 95.2% in December 2013.

New York Life announced that John Y. Kim has been elected as a vice chairman of the company.

Interest in equities continued to grow through the end of 2013, especially with regard to retirement-based investments, year-end analysis shows.

Nuance Investments, a classic value investment firm, has launched the Nuance Mid Cap Value Fund.

Michelle Borre and her team of investment analysts have moved within OppenheimerFunds to join the investment firm’s global multi-asset group (GMAG).

Ameritas Life Insurance Corp. has partnered with Mesirow Financial Investment Strategies to bring fiduciary partnership services to retirement plan clients.

Chris Blair joined Mercer’s San Francisco office as a principal for the firm’s defined contribution (DC) adviser specialty practice.

KCG Holdings Inc. has completed the consolidation and renaming of its U.S. broker/dealer operations into KCG Americas LLC.

Investment management firm T. Rowe Price closed its New Horizons Fund and Small-Cap Stock Fund to new investors, along with similar portfolios for institutional clients.

The funding ratio for corporate pension plans increased to 95% during the last quarter.

Five target-date funds (TDFs) are among the nine funds launched by BMO Global Asset Management.