News

 Russell Investments’ Asset Class Dashboard was developed to help advisers establish context and perspective with clients when evaluating the performance of asset classes. 

Newkirk, a provider of marketing communications for financial and health care companies, announced completion of its Roth Conversion Analyzer.

Most middle-class military families trust the financial planners they work with, according to a recent survey.

Robert Leary has been named executive vice president and president of TIAA-CREF Asset Management.

The PowerShares Fundamental Emerging Markets Local Debt Portfolio (PFEM) was unveiled by Invesco PowerShares, trading on the NYSE Arca. 

A new service from Savant Capital Management, eSavant Advisor, offers investment and planning advice to online investors. 

The Fidelity VIP Target Volatility Portfolio is designed to deliver more consistent returns in guaranteed benefit products. 

Bruce Feibel was named head of performance analytics at BNY Mellon Investment Management.

Optimistic older adults face a greater risk of disabilities and death, according to research from the American Psychological Association.

Laurie Russman was hired as the managing director of the distribution team at MacKay Shields LLC.

Jon Reiners was named vice president and business development officer at U.S. Bank Institutional Trust and Custody in Denver.

Financial Engines is expanding its services to include management of Individual Retirement Accounts (IRAs).

Exchange-traded fund (ETF) assets increased by $24.1 billion, or 1.7%, in April.

Seven out of ten pre-retirees surveyed say they would ideally like to include some work in their retirement years.

Double digit U.S. equity returns powered a solid first quarter for all institutional plan types, according to the Wilshire Trust Universe Comparison Service (TUCS).

A free, online conference for financial professionals to promote alternative investing education is being hosted by RIA Database and ETF Trends on May 15.

Terminations, retirements and those exiting the industry by choice have all taken their toll on the adviser headcount, which slipped 1.4% in the past year.

As part of its retirement study, Merrill Lynch Wealth Management developed an index to measure the current level of national retirement peace of mind.

Adult children get more details about the financial situation of Mom than Dad, according to Fidelity Investments research.

Just over half (56%) of Americans say they are financially prepared to live to the age of 75, according to findings from Northwestern Mutual.