Howard Capital Management (HCM) and Folio Institutional have made an arrangement to enable Folio-affiliated advisers and their clients to use HCM’s retirement plan analysis tool.
Ridgeworth Investments has chosen Bob Kuberski to build and lead a retail sales team in the newly-created role of National Sales Manager for the Retail Advisor channel.
U.S. REITs outperformed the broader equity market in 2010, matching their gains in 2009, according to the National Association of Real Estate Investment Trusts (NAREIT).
A former employee of American International Group Inc. filed a lawsuit claiming PricewaterhouseCoopers L.L.P. was negligent in its audits of AIG and failed to pursue a claim against...
Putnam Investments announced the promotions of Robert E. Alan to Head of North America Consultant Relations and Keith E. Thomas to Head of International Consultant Relations.
A federal judge in Wisconsin has ordered Alliant Energy Corp. to use an 8.2% interest rate when it carries out lump-sum distributions from its cash balance program.
This will be the third straight year of double-digit gains for domestic stocks, predicts Bob Doll, Chief Equity Strategist and head of the U.S. Large Cap Series equity team at...
In a live Web chat discussing the Department of Labor’s Employee Benefits Security Administration’s (EBSA) Semiannual Regulatory Agenda, Assistant Secretary of Labor Phyllis C. Borzi said the Agency will...
Defined contribution plan sponsors intend to improve company contributions, automatic features, and usage of Treasury Inflation-Protected Securities (TIPS) funds, according to a new report.
Seventeen percent of respondents to a recent TD Ameritrade survey said the recession of 2008-2009 forced them to delay saving and investing for retirement.