News

The Aite Group published a report examining how a strong customer relationship management (CRM) tool can positively impact a wealth management practice.  

Bandon Capital Management launched the Bandon Isolated Alpha Fixed Income Fund, a global absolute return-oriented fixed income strategy.

Baby Boomers and financial advisers remain concerned about market volatility in retirement accounts, a MetLife poll shows.

The Social Security Statement received annually by workers increases the probability that they will be able to estimate their benefit more accurately by 4.5 percentage points, according to...

Russell Investments is expanding its hedge fund team with the addition of Brian Burke as risk management officer and Lance Babbit as senior portfolio manager, hedge funds.

This year, fewer workers plan to use their tax refunds to pay off bills and more plan to put the money into savings than last year.

ftwilliam.com, a provider of integrated Software as a Service (SaaS) solutions for third-party administrators (TPAs) and others in the retirement industry, is introducing a DB(k) document. 

Helping to bridge the retirement planning gap for executives is one of the most significant challenges—and near-term opportunities—plan advisers have today.

A federal appellate court has thrown out a lower court’s decision in favor of an excessive retirement plan fee lawsuit and sent the matter back for further proceedings.

GE Asset Management (GEAM) selected Doug Heckman to be Senior Vice President of Institutional Sales.

Towers Watson announced that Mark Mactas, president and Chief Operating Officer (COO), has decided to retire by the end of calendar year 2011.

Manulife Asset Management announced Chad Gross will be taking on the role of Managing Director, Institutional Sales.

GoodHaven, a registered investment adviser (RIA), launched the GoodHaven Fund with a focused portfolio management strategy and a flexible mandate.

The Principal Financial Group has expanded its menu of educational guides for advisers to use with clients nearing retirement.  

Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.

TD Ameritrade Institutional is launching the “Veo Mobile” iPad app as part of its "future adviser workstation" objective. 

I learned a long time ago that when it comes to things like automobile maintenance, home repair, or gardening, I’m better off hiring an expert.   

ETF industry assets rose $20.9 billion in August - up 2%, according to State Street Global Advisors’ ETF Snapshot.

Most investors do not have a clear enough understanding of variable annuities (VAs) to appreciate the guaranteed income they can potentially provide, according to the results of a...

Fidelity Investments has been selected by the University of Oklahoma (OU) as the sole administrative service provider for its 401(a), 457 and 403(b) defined contribution retirement plans.