News

Wesley S. Chan will join Acadian Asset Management LLC as Director of Research Operations.

There’s always a lot of talk about how to improve participant behavior in a retirement plan, but sometimes it’s the plan sponsor that “misbehaves.”

If you’re itching to take part in a vote and November 2012 is too far away, you have until 4:00pm EST on Thursday, July 7 to vote for...

SunTrust Banks, Inc. has appointed Ernest N. Dawal as Chief Investment Officer for its Private Wealth Management and Institutional Investment Solutions. 

Meeder Financial has launched the Flex-funds Total Return Bond Fund (FLBDX).

Portland, Oregon-based Morley Financial Services has announced the appointment of Bill Gardner as director of sales and relationship management.

Vanguard’s "How America Saves" analysis highlights industry differences in plan design and participant behavior.

J.P. Morgan Asset Management has been selected as the investment manager and distributor for New York's 529 College Savings Program Advisor Plan.

Advisor Group, an independent network for broker/dealers, will be offering its advisers access to SunGard’s Protegent Social Media Surveillance tool.  

Wells Fargo Funds Management announced that the Wells Fargo Advantage Dow Jones Target 2055 Fund (Target 2055 Fund) is now available to investors.

Ascensus announced that plan design tools are now available for financial advisers.

MassMutual Retirement Services has hired Brian Curtin, Tapas Ghosh, and Richard Wright to join the firm’s Retirement Services sales and client management team. 

Cohen Milstein Sellers & Toll are launching its Fiduciary and Ethics Consulting Practice, with Suzanne M. Dugan and Luke Bierman as its first hires.

Russell Investments has promoted John Harrell and Paul Izzo to serve in the newly created positions of National Account Executive in the U.S. bank channel for its adviser-sold...

Manulife Asset Management announced that Nils C. Hegstad, CFA, will join its global Consultant Relations team as Manager.

Pressure is growing on plan providers as regulators and legislators continue to scrutinize fees and outcomes of defined contribution (DC) plans, according to a recently published study by...

Cerulli's latest report, “Advisor Portfolio Construction Dynamics,” reveals that as advisers are building investment portfolios for their clients, they are using fewer asset managers in their practices.

With 12% of retirement plan assets in target-date funds and 40% of new assets going into target-date funds (TDFs), panelists at the PLANSPONSOR National Conference said it is...

Securities America Inc. is releasing an application called e*Office Mobile, which allows advisers mobile access to business enterprise systems using smartphone or tablet technology. 

Charles Schwab’s 2011 RIA Benchmarking Study found that meeting and adapting to regulatory changes was an impediment to growth, cited by 21% of firms for the first time...