News

A MetLife paper claims that financial education can have a positive effect on employee wellness and productivity.

A survey from Lincoln Financial Group finds that despite economic challenges, Americans remain positive about their futures. 

Deutsche Bank and Invesco PowerShares Capital Management, LCC launched two exchange-traded notes (ETNs).   

Wal-Mart Stores and Merrill Lynch have agreed to pay $13.5 million to settle a class-action lawsuit.

 The Callan DC Index suffered a loss of 11.45% in the third quarter of 2011.   

Asked to name what they fear most about the 2012 election, the majority of adviser respondents to a Brinker Capitol poll said “Obama’s re-election.”  

Dynasty Financial Partners and Envestnet have collaborated on a new wealth-management platform, supported with research from Callan Associates.

MFS Investment Management hired Kristen E. Colvin as director of consultant relations. 

J.P. Morgan Asset Management–Global Real Assets hired Rob Johnson as head of global business development for China real estate.  

New York Life Retirement Plan Services has made enhancements to its plan sponsor and adviser websites, providing clients a full overview of their plans' health.

As 30 of their Democratic colleagues did last month, 55 House Republicans sent a letter to Secretary of Labor Hilda Solis, thanking her for retracting the proposed changes...

Record-setting levels of defined contribution assets will continue to grow, yet mutual funds will not be the sole beneficiary. 

William Blair Funds launched the William Blair Macro Allocation Fund on November 29. 

Goldman Sachs’ co-head of asset management, Edward C. Forst, has announced his plans for retirement.   

Eighty-two percent of small business owners believe that employees should have a pension benefit for life. 

Justin Bogart is the newest retirement plan consultant for the SageView Advisory Group.  

Nationwide Financial is introducing a healthcare assessment tool designed to help financial advisers weave healthcare costs into a discussion about retirement planning.  

J.P. Morgan Asset Management released assumptions in regards to the long-term capital market returns.  

Representatives from the Internal Revenue Service Employee Plans Examination Program discussed common retirement plan errors on a conference call with the media.

The U.S. Department of Labor has created a hotline for former employees of USProtect Corp.