March 10, 2010 -- A Fidelity Investments study found 40% of investors working with tax advisers are now eligible for Roth IRA conversions, and more than a third (35%) are expected to complete a conversion by year-end.

March 10, 2010 -- To help educate investors about the potential benefits of building a tax-diversified retirement portfolio, Fidelity is launching a "Tax-Smart Investing" seminar.

March 10, 2010 -- Schwab is making additional resources and tools available to investors, independent investment adviser clients, and 401(k) plan participants designed to help navigate Roth IRA conversion decisions.

March 10, 2010 -- Baden Retirement Plan Services (Baden), an Ascensus company, is rolling out its services nationally through Ascensus’ sales force of 12 regional vice presidents (RVPs).

March 10, 2010 -- Throughout much of the 2009 market rally, activity as measured by fund flows within the Callan DC Index, was above average as participants sought to increase their exposure to risky assets.

March 10, 2010 -- For a change, 401(k) participants who realigned their balances didn’t seem to be tracking the market.

March 10, 2010 -- Amid the financial crisis, financial advisers reported they are increasingly relying on internal wholesalers at asset management firms, according to a study by the Financial Research Corporation (FRC).

March 10, 2010 -- Fidelity Investments has announced promotions at Fidelity Institutional Wealth Services (FIWS), the firm’s trading, custody, and brokerage arm for registered investment advisers (RIAs), and National Financial (NF), the firm’s clearing unit for broker/dealers.

March 10, 2010 -- Americans are no longer dwelling on concerns about the economy and instead are focused on rebuilding their finances for the future, according to the latest Principal Financial Well-Being Index.

March 09, 2010 -- Particularly in the small-plan market, retirement plan providers are seeing more business come through third-party administrators (TPAs)—and, as a result, are ramping up their efforts to attract TPAs.

March 09, 2010 -- David McPhillips has been named director of Consultant Relations for Northern Trust's Corporate & Institutional Services business unit in North America.

March 09, 2010 -- DWS Investments, the U.S. retail unit of Deutsche Bank’s global Asset Management division, has announced the appointment of Scott Brooks as a director responsible for Third Party Insurance National Accounts.

March 09, 2010 -- Eagle Asset Management's Eagle Investment Grade Bond Fund opened to investors March 1.

March 09, 2010 -- ACR-Alpine Capital Research has hired industry veteran Darryl S. Grayson as chief operating officer and national marketing director.

March 09, 2010 -- Folio Institutional and Alliance Benefit Group Carolinas have teamed up to offer Folio(k).