Morningstar Launches Indexes Based on Picker Research
Morningstar Inc. launched three Morningstar Ultimate Stock-Pickers Indexes.
News
Old Models Causing Firms to Lose Business
Asset managers are missing their most profitable opportunities with financial advisers, a study shows.
DOL Urged to Allow Broader Use of Electronic Disclosures
A coalition of retirement plan trade associations is urging the U.S. Department of Labor (DOL) to permit broader use of electronic communications to deliver disclosures under the 408(b)(2)...
Mellon Appoints Regional Institutional Sales Director
Mellon Capital Management Corporation named G. Kent Fleming as director of institutional sales for the northeastern United States.
ShareBuilder 401k Adds Five Funds
ShareBuilder 401k is expanding its All-ETF 401(k) platform with the addition of five funds.
Managers View Market as ‘Risk-On’ Opportunity
Investment managers currently view the markets as a “risk-on” opportunity, a survey found.
How Advisers Can Help Sponsors Avoid Plan Audits
With the number of retirement plan audits expected to rise, plan advisers should be proactive in helping plan sponsors avoid hefty fines.
Communication Designs Make a Difference with Younger Participants
How communications are framed is known to influence how readers respond to them.
Pentegra Retirement Appoints SVP, National Sales
Pete Swisher joined Pentegra Retirement Services as senior vice president of national sales.
Inflation Risk Is Different for DB and DC Plans
Inflation affects different types of investors in different ways.
More Gen Xers Saving for Retirement
More Gen Xers reported they started saving for retirement between the ages of 25 and 34.
MassMutual Launches Redesigned Website
MassMutual’s Retirement Services Division rebuilt its intermediary website, www.massmutual.com/edge.
Invest n Retire Appoints CEO
Invest n Retire LLC (INR) appointed Agustin J. (Gus) Fleites as chief executive officer.
Most Americans Not Using IRAs
Only 22% of Americans say they are saving for retirement by contributing to an individual retirement account (IRA), according to a survey released by TIAA-CREF.
National Planning Holdings Hires VP
National Planning Holdings Inc. (NPH) named Frank Hayn vice president of retirement plans.
High Income Master Limited Partnership ETF Launched
Yorkville ETF Advisors, LLC, an asset management firm and a subsidiary of Yorkville ETF Holdings, LLC, launched Yorkville High Income master limited partnerships (MLPs) ETF.
Competition High in RIA Channel
Competition for asset managers is fierce in the registered investment adviser (RIA) channel.
BofA Launches Small-Business 401(k)
Bank of America introduced a 401(k) solution from Merrill Edge designed for small businesses.
Wilshire Associates Appoints President
Wilshire Associates Incorporated appointed John C. Hindman president of the firm.
The Standard Enhances Retirement Plan Websites
Standard Retirement Services, Inc. launched two enhanced retirement plan websites.