Latest News

Investment Managers

October 19, 2017

Investment Products and Services

ERI Scientific Beta Presents Long/Short Equity Market Index; TD Ameritrade Offers Expanded Commission-Free ETF Program; State Street Global Advisors Launches New SPDR Portfolio ETFs; and more. 

October 06, 2017

Retirement Industry People Moves

SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni & Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more.

October 03, 2017

Will TDF Series Based on ETFs Become the Norm?

More investment providers are now using ETFs within glide-path-based portfolios, but the business development leader at Stadion says his firm has long embraced the approach, as exemplified by the new TargetFit product launch.

September 29, 2017

Retirement Industry People Moves

Envestnet to Acquire FolioDynamix; Nuveen Expands DCIO Sales Team; Kovack Securities Partners With Capital Guardian; and more.

September 22, 2017

Retirement Industry People Moves

Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.

September 19, 2017

DST Systems and Ruane Advisory Named in ERISA Suit

Defendants pursued an “exceptionally imprudent investment strategy” with respect to a significant portion of the DST System retirement plan’s assets, plaintiffs claim, resulting in up to $100 million in avoidable losses.

September 15, 2017

Retirement Industry People Moves

Wilshire Partners With Vantage to Provide Fiduciary Services; T. Rowe Price Hires Senior DC Strategist; MassMutual Hires Three New Regional Managing Directors; and more.

September 08, 2017

Retirement Industry People Moves

CANNEX Hires Annuity Research Leader; Northern Trust Expands Foundation & Institutional Advisors Team; BPAS Hires External Wholesaler; and more.

September 01, 2017

Retirement Industry People Moves

Pershing Names New COO; T. Rowe Price Hires Director of Responsible Investing; and Allianz Names U.S. Investment Strategist.

August 21, 2017

Manager Changes and the Investment Policy Statement

The rigors of the fiduciary duty can lead plan sponsors to overreact to fund manager changes in the interest of maintaining an atmosphere of proactivity with respect to the investment policy statement. 

August 18, 2017

Retirement Industry People Moves

Student Loan Genius Names New CEO; Cammack Retirement Hires Consultant; Mercer Advisors to Acquire Blue Moon Wealth Advisory; and more.

August 11, 2017

Retirement Industry People Moves

Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.