News

Dan Schatz joined ING U.S.’ Retirement business April 1 to support the Large Corporate Markets’ Business Development team.

Baby Boomers’ confidence in doing a good job preparing financially for retirement has declined.

Retirees who have a positive relationship with their plan provider are more likely to keep their assets with that provider, a study found.

A registered investment adviser (RIA), Square 1 Asset Management, has been unveiled by Square 1 Bank.

VelocityShares LLC introduced three emerging market depositary receipt (DR) exchange traded funds (ETFs) on the NASDAQ. 

Almost half of employees in Maryland (49%) do not participate in an employer-sponsored retirement plan, a report found.

The Mariner Incubation Fund will be managed by Eric Pellicciaro, who joined Mariner Investment Group from BlackRock.

A registered independent adviser (RIA), Independent Financial Advisors of Riverside, California, is Beacon Pointe’s latest deal.

A registered investment advisory, ACI Capital Group LLC, was formally dissolved Friday.

It is increasingly being used as a business tool, but users can run into compliance issues on social media when they tweet or post an update.

MFS Investment Management has rolled out Class R5 shares, offering a lower-cost investment for advisers and plan sponsors.

U.S. investors said they have just 11% on average of their income-producing assets invested internationally.

Employees want to understand their benefits better and employers could improve their benefits communications, a survey suggests.

Cetera Financial Group has agreed to purchase Tower Square Securities and Walnut Street Securities from MetLife Inc.

Companies can announce key information in compliance with Regulation Fair Disclosure on Facebook, Twitter and other social media, the Securities and Exchange Commission (SEC) said.

Retirement benefit decisions can no longer be made without factoring in health care, according to a source at Manning & Napier.

Ronald J. Triche will join the government affairs team of the American Society of Pension Professionals & Actuaries (ASPPA) on April 22. 

More American workers are planning for their retirement, according to the latest Financial Well-Being Index from The Principal.

The Government Accountability Office (GAO) recommends regulators take certain steps to reduce obstacles and disincentives to plan-to-plan rollovers.

Nick Koutsoftas, Ben Ross, Brad Sanderson and Michelle Butler are joining Cohen & Steers Inc.