Search results for: a
Calvert Launches Alternative Energy Fund
In response to a survey showing that investors are concerned about climate change and alternative energy, Calvert has introduced the Calvert Global Alternative Energy Fund.
Mercer Names New Global DC Leader
Mercer announced Wednesday that Barbara Marder has been appointed Global Defined Contribution Consulting Leader at Mercer, effective immediately.
Participants Want Financial Planning Services within DC Plans
More than three-quarters (85%) of participants in 401(k) and other defined contribution plans say they would use general retirement planning services if available.
Dow Jones Target Date Indexes Swamps Emerging Markets Component
Dow Jones Indexes has announced it will change the emerging markets index component of its global Dow Jones Target Date Indexes, effective at the close of business June...
New DC Plan Offered to Small and Mid-Sized Companies
Investment firm Scott&Stringfellow Capital Management Inc. is collaborating with its holding company to offer a defined contribution retirement plan product for small- and medium-sized businesses.
Annual Reconstitution of Russell 3000 Announced
On Monday, Russell Investment Group released the companies that will be part of the firm’s annual reshuffling of the Russell 3000 Index.
Rydex Investments Near Reaching Deal to Sell
Rydex Investments, manager of mutual and exchange-traded funds (ETFs), is near a deal to sell itself for about $800 million to $1 billion, according to TheStreet.com.
Investment Technology Group to Acquire Chicago B/D
Investment Technology Group, Inc. (ITG) has entered into a definitive agreement to acquire privately held RedSky Financial, LLC.
Transamerica Helps Workers Move Into Retirement
Transamerica has launched a division focused on helping workers make the leap into retirement and invest and allocate their retirement assets.
IMHO: Moving Targets
In nearly 30 years working with employer-sponsored retirement plans, I am hard-pressed to call to mind a product innovation that has been adopted with as much vigor as...
IMHO: Moving Targets
In nearly 30 years working with employer-sponsored retirement plans, I am hard-pressed to call to mind a product innovation that has been adopted with as much vigor as...
Wachovia to Grow Private Banking Unit
Yesterday, Wachovia announced plans to double its private banking unit by 2010.
The Adviser-Client Communication Disconnect
According to clients, more is not always better when it comes to meeting with their advisers.
It’s A Matter of Trust
As adviser client relationships move from one that revolves around picking investments to one more focused on personal counseling and education, it’s important to maintain trust.
Sigma Financial Corporation Has Record Growth
Ann Arbor-based independent broker/dealer Sigma Financial Corporation says May was the firm’s second straight record month in terms of revenues.
ERISA Legal Standing Remains for Cashed-Out Participants
Although employees retired and took a full defined contribution plan distribution, they did not necessarily give up their rights to file a fiduciary breach suit, according to a...
The Benefits of Indexing
'I have never said that indexing is the best strategy an investor could ever possibly follow, but I can say that the number of strategies that are worse...
Emerging and Developed Markets Gain in May
The world’s emerging and developed markets continue to post positive returns in May 2007, Standard&Poor’s said Thursday.
ShareBuilder Trying to Increase 401(k) Fee Awareness
Washington-based ShareBuilder is trying to raise awareness about 401(k) participant fees, specifically calling for fees to stay below the 1% mark and for total fee transparency.
Principal Unveils Online ESOP Reporting Service
The Principal Financial Group has unveiled a new online distribution service for employee stock ownership plans (ESOP).