News

The majority of wealthy business owners have no succession plan in place, but many want to keep working.

Individuals who save more and are more active in managing their retirement savings are less confident in their retirement security and the retirement decisions they make than are...

MFS Investment Management has launched the MFS Diversified Target Return Fund.

MFS Investment Management has launched the MFS Diversified Target Return Fund.

On Friday the Board of Directors of Dodge&Cox announced that the Dodge&Cox Stock Fund and Dodge&Cox Balanced Fund will reopen to new investors effective Monday, February 4, 2008.

If you’ve been asked in the past two weeks what to do about the market (and who hasn’t), I’m sure your response has been something along the lines...

If you’ve been asked in the past two weeks what to do about the market (and who hasn’t), I’m sure your response has been something along the lines...

Federal regulators have released new guidance that asserts that a named or functional fiduciary who has authority to appoint a plan’s trustee(s) must make sure the proper party...

More employers are allowing workers to joining their 401(k) plan earlier, a new Profit Sharing/401k Council of America` (PSCA) survey says.

Merrill Lynch&Co. has bought back from the city of Springfield, Massachusetts, collateralized debt obligations (CDOs) that included subprime mortgages.

New guidance issued by the Treasury Department and the Internal Revenue Service (IRS) provides that cash balance conversions that have filed for an IRS determination letter and occur...

A new program, FAcontact, offers advisers a way to give clients regular continued contact, so they can spend more time prospecting.

A study from asset manager consultant kasina suggests executives are thinking alike when it comes to facing industry challenges.

The Newport Group, a national full-service provider of qualified and non-qualified retirement plans, has appointed Alan Valenca to the position of Regional Director, Qualified Plans, for the firm’s...

The combined assets of the nation's exchange-traded funds (ETFs) rose in December by $36.3 billion, or 6.3%, to $608.4 billion, according to the Investment Company Institute (ICI).

Morgan Stanley Investment Management (MSIM) has launched the Morgan Stanley Global Long/Short Fund, a fund of hedge funds.

Wilmington Trust FSB has agreed to acquire AST Capital Trust Company, a provider of directed trustee, trust administration, and back-office services.

The U.S. Bankruptcy Court for the Southern District of Ohio has ruled the interests of seven debtors in Employee Retirement Income Security Act (ERISA) Section 403(b) plans did...

The combined assets of the nation's mutual funds decreased by $30.4 billion, or 0.3%, to $12.04 trillion in December, according to the Investment Company Institute (ICI).

Standard&Poor’s, CRISIL, and KLD Research&Analytics, a social and environmental research firm, have announced the launch of the S&P ESG India Index.