News

Raymond James has formed a partnership with Actiance to provide its financial advisers access to social media tools including LinkedIn, Facebook, and Twitter. 

 Dan Dubois and Darin Wassmann have joined the Retirement Benefits Group (RBG).  

Charles Schwab has unveiled several enhancements to its technology offerings that support independent registered investment advisers (RIAs) at its annual conference in San Francisco.

Sheridan Road Financial, an investment adviser specializing in middle-market corporate retirement plans, has hired Tina Wisialowski as a Managing Director. 

TD Ameritrade’s annual New Year’s Resolution survey found 30% of respondents plan to start or build up their retirement savings in 2012.

SunTrust Banks, Inc. launched an enhanced version of PlanLink, its online access point for employees of SunTrust’s Institutional 401(k) clients. 

Charles Schwab has made several key enhancements to its Schwab EquiView recordkeeping system and Equity Award Center Web site.

Starting to save early and working longer are more effective means for ensuring a secure retirement than earning a higher return on savings, says a new report from...

The institutional defined contribution (DC) market is out of reach for most mutual fund managers; therefore, the focus of many DCIO sales efforts is the retail market, concludes...

IndexIQ has expanded its suite of exchange-traded fund (ETF) model portfolios with its IQ Global Alternatives ETF Model Portfolio. 

The Retirement Income Solutions division of Sun Life Financial has launched the Sun Life Solutions Variable Annuity and the Sun Income Vision Living Benefit. 

Retirement plan consultant Tegrit Group has joined the International Benefits Network (IBN).

The Platinum 401k multiple employer plan program will now include a retirement income option from The Hartford.

The Principal has produced a small-plan market tool kit that offers resources to help financial professionals tap into a growing market segment and build their practices with diversified...

Vanguard plans to introduce two international bond index funds, which represent the company’s first international fixed income offerings for U.S. investors.   

U.S. institutional investors lost 9% at the median in the third quarter of 2011, ending a streak of four consecutive quarters with positive results, according to Northern Trust.

The Charles Schwab Corporation has entered into an agreement to acquire Compliance11, Inc., a provider of cloud-based, regulatory compliance software.

Lincoln Financial Distributors (LFD), the wholesale distribution subsidiary of Lincoln Financial Group, announced that John Morabito has joined the company.

In a long-running legal challenge against Kraft Foods, a federal court has denied class certification to defined contribution plan participants on their remaining claims.

Putnam Investments hired Stephen Jenks as Head of Product and Marketing for its Defined Contribution business.