News

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

The Principal Financial Group has introduced the Principal Advisor Compensation Application to provide direct access to a consolidated and summarized view of compensation statements.

MSCI Inc. launched the MSCI Micro Cap Indices for all Developed Markets countries and regions covered by MSCI.

Working with industry experts, the CFA Institute has published an investment guide for charitable organizations, donors, and beneficiaries.

A report from Securities and Exchange Commission (SEC) Inspector General David Kotz concludes that in its hurry to bring suit against Bank of America over its Merrill Lynch...

The Internal Revenue Service has issued Notice 2010-80 providing additional relief for nonqualified deferred compensation plans covered under § 409A.

Retirees will need a significant amount of savings to cover their out-of-pocket health expenses, according to a new report released by the nonpartisan Employee Benefit Research Institute (EBRI).

J.P. Morgan Asset Management hired Michael Falcon as Managing Director and Head of Retirement in the U.S. and Canada.

Charles Schwab released a study today that found although active traders are feeling more optimistic, being properly hedged against risk is a concern for many.  

The Trust Representative Office (TRO) program will provide the registered investment adviser (RIA), Moneta, with branded trust services and a referral marketing program targeting local centers of influence. 

Securian Retirement has teamed with 401(k) Advisors to offer a 3(38) investment management fiduciary service.

New York Life announced the appointment of David Castellani as senior managing director and head of New York Life Retirement Plan Services (RPS), effective immediately.

Morningstar has launched its latest free mobile Morningstar.com application for Android smartphones that aims to help investors track their portfolios and monitor the markets.

Russell Investments is providing transition management data to the Inalytics TIPS (Transition Implementation Performance Standards) database.

TD Ameritrade is offering retail investors and independent registered investment advisers (RIAs) access to new issue municipal market through M.R. Beal.

A survey of career women ages 45 to 70 earning $75,000-plus per year shows that they are highly confident about how to manage money, yet 62% fear they...

Putnam introduced its new online Wealth Management Center that features commentary on a variety of financial planning subjects, among other features.

A federal judge in Ohio tossed out a stock-drop suit against Fifth Third Bancorp, claiming it committed a fiduciary breach when company stock was included in its profit-sharing...

The Principal Financial Group found that the design of the employer match can be a powerful motivator for participants, even when the employer’s total contribution doesn’t change.

The U.S. Department of Labor’s Employee Benefits Security Administration announced that the owner of Philadelphia Pension Planning Corp. has been sentenced for making a false statement in a...