News

Schwab Institutional is expanding its offering to help financial advisers leaving traditional financial companies to go it alone.

Barclays Global Investors (BGI) announced Thursday that eight new iShares fixed income exchange-traded funds (ETFs) began trading on the New York Stock Exchange.

Newkirk has added a feature to its SmartSingles retirement plan communication suite that calculates how much plan participants will need to defer to have sufficient income upon retirement.

Although ‘’our overall view is fairly constructive,’’ said Robert Doll, Vice Chairman and Chief Investment Officer of Global Equities at BlackRock, Inc., ‘’we think a soft landing is...

“Every investor should dial up their equity exposure [in 2007],″ said Duncan Richardson, Executive Vice President and Chief Equity Investment Officer of Eaton Vance Management, at a press...

Regulators on Wednesday released guidance on how to properly implement new Pension Protection Act (PPA) rules governing a variety of qualified plan distributions.

The former chief of Putnam Investments, Lawrence Lasser, has agreed to a $75,000 settlement with the Securities and Exchange Commission (SEC), putting an end to allegations that the...

GuideStone Financial Resources has added five Christian-based, socially-screened target funds to its mutual fund offerings.

Rydex Investments has announced it will expand the availability of twice-a-day pricing for a selection of Rydex mutual funds, to help brokers and their clients manage intra-day risk...

Mellon Financial Corporation has introduced its independent, over-the-counter (OTC) derivative valuation service for institutional clients.

CIGNA HealthCare announced it is offering the availability of health savings accounts (HSAs) through JPMorgan Chase to employers with fewer than 50 employees.

The engine of growth for traditional IRAs is being powered by qualified plan rollovers and not new contributions, according to a new data analysis from the Washington, DC-based...

AllianceBernstein Institutional Investments announced Tuesday that Sharon French has been named as managing director of defined contribution business development and client relations.

Nearly all (92%) of the 276 US companies described as “most admired″ offer a non-qualified plan in their executive benefit package, according to a study by the Todd...

The world’s emerging and developed markets continued to stay in positive territory in December, making a full year of positive results as oil prices remained low, Standard&Poor’s said.

BISYS Fund Services has tapped Joseph Mrak as senior vice president and general manager for its managed account outsourcing business, WealthSolutions.

Morningstar, Inc. plans to come out with a family of fixed income indexes, which can be licensed to institutions for the creation of investment vehicles including such things...

Morningstar, Inc. plans to come out with a family of fixed income indexes, which can be licensed to institutions for the creation of investment vehicles including such things...

M Benefit Solutions - Bank Strategies has added Corrigan&Company to its lineup of Community Bank Advisor Firms.

The investment management arm of State Street Global Corporation is rebranding its exchange-traded funds (ETFs), ending the streetTRACKS label and consolidating under the SPDR brand, in an effort...