News

Cerulli's upcoming report on the Defined Contribution Investment Only (DCIO) marketplace attributes the legacy of DCIO as a retail business on the fact that individual investors have largely...

Reliance Trust Company hired attorney and industry veteran Robert F. Cook as Executive Vice President and a manager of the Church and Non-Profit division.

Cerulli's annual report on the retail alternatives space finds more than 70% of asset managers cite the desire to help investors boost risk-adjusted returns as the primary driver...

The U.S. real estate business of UBS Global Asset Management appointed Laurie Tillinghast as Executive Director, Defined Contribution Product and Strategy.

Defined contribution plans in 2015 will be better-suited to help participants achieve a successful retirement, according to Diversified's Prescience 2015: Expert Opinions on the Future of Retirement Plans.

Participant withdrawal and contribution data indicate that essentially all defined contribution plan participants continued to save in their retirement plans at work in the first quarter of the...

Group benefits provider Mutual of Omaha has rolled out its Employee Benefits Information Center.

Dow Jones Indexes has launched its Global Shipping Index, which measures the performance of twenty-five dividend-paying companies in the shipping industry.

Retirement plan sponsors are selecting only specific parts of a target-date fund series, even though asset managers market the entire target-date fund series, according to a report from...

Exchange-traded fund (ETF) assets rose $9 billion in July, up 0.8%, according to State Street Global Advisors.

The Standard has announced the appointment of two new pension consultants. 

Prudential Retirement has launched Experience Prudential Retirement, a program for financial advisers and plan consultants to create customized marketing Web sites for prospects and clients.

BlackRock has expanded its menu of index mutual funds for defined contribution plans with nine BlackRock LifePath Index Portfolios and the All Country World Index ex U.S. Fund.

More than 12,000 LPL Financial advisers will become members of the Financial Services Institute (FSI), an advocacy group for independent broker/dealers and advisers, as part of a new...

In its semi-annual Affluent Insights survey, Merrill Lynch found younger affluent investors (between the ages of 18 and 34) are much more concerned about their financial security than...

Investors of all ages are turning to cash in what appears to be a deliberate and longer-term fundamental change in investing, according to the MFS Investing Sentiment Survey.

A federal court has advanced claims by investors in State Street stock, including retirement plan participants, relating to its foreign exchange practices.

MBM Advisors has been purchased from Sterling Bank by Donald R. Black, Lindsey A. Black and Robert L. Burnam.

Dow Jones Indexes and UBS Investment Bank have launched the Dow Jones-UBS Roll Select Commodity Index, a gauge designed to mitigate the negative effects of contango on index...

A recent study from Hearts & Wallets found that affluent investors, ages 40–60, are saving for financial freedom rather than a traditional retirement.