MSCI Inc. announced the launch of Barra Portfolio Manager, which is designed to help fund managers and their teams manage, monitor and build better equity portfolios.
The Principal Financial Group will begin processing plan changes for in-plan Roth conversions and for participant requests for such conversions beginning December 16, 2010.
Fidelity has launched a program, “Options for Independence,” to help breakaway brokers understand the range of options available to them when going independent.
Fewer than one-third of employers surveyed by Mercer say they will offer the in-plan Roth conversion feature before 2012, and 45% say they have no plans to offer...
Newkirk revised several services intended to satisfy the Department of Labor’s (DoL’s) recently released final rule on disclosing fees and expenses, the company announced.
Laserfiche announced today the availability of a prepackaged integration with Salesforce.com, designed specifically for registered investment advisers (RIAs).
DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has announced a change in name and strategy for the DWS Europe Equity Fund.
Bay Colony Partners and Dynamic Wealth Advisors are working together to provide a wealth management platform for customer portfolio management and client reporting.