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Morningstar, Inc. introduced Principia Asset Allocation, a new module for the financial planning resource that helps advisers create individualized asset allocation strategies based on a client's personal circumstances,...

The main reasons millionaires turn to financial advisers are to get a recommendation from a trusted person, to reach a certain level of wealth, and to start planning...

Charles Schwab has added a fifth target date fund – the 2050 fund – to its line up of Schwab Managed Retirement Trust Funds.

Fiduciary Risk Assessment LLC (FRA), a Charlotte, North Carolina-based software development company, has unveiled its new 404c Compliance Diagnostic tool.

Mercer HR Services has announced it will use the technology of Wealth Management Systems, Inc. (WMSI) to enable former retirement plan participants to easily rollover assets into an...

Barclays Global Investors’ (BGI) iShares Lehman MBS Fixed-Rate Bond Fund, a fixed income exchange-traded fund (ETF) that tracks a mortgage-backed securities index, has begun trading on the American...

In its most recent filing with the Securities and Exchange Commission, Morningstar Associates, LLC said that the SEC has ended an investigation into the firm’s practices, while the...

For now we see through a glass, darkly.

Morgan Stanley’s Consulting Services Group has added to its Custom Portfolio offering to more than 1,400 open-end mutual funds.

Although conventional planning models often use replacement rates of 70% or 85%, a new study says that the vast majority of Americans are not coming close to achieving...

As retirement looms, products to help savings last come to the fore.

Independent advisers claim that new clients who previously worked with brokers lack proper planning documents.

However, their sense of the next six months for other economic indicators is mixed.

Odds are—no pun intended—you’ve been handed (or e-mailed) an NCAA Division 1 basketball grid this week.

MG Advisory Services, a wholly owned subsidiary of Matrix Settlement&Clearance Services (Matrix), has announced an alliance with ExpertPlan that will make MG Advisory's Individually Managed Account (IMA) product...

JPMorgan has released its LifeMetrics Index, part of a LifeMetrics platform aimed at measuring and managing both longevity and mortality exposure.

More than half (58%) of workers participating in a 401(k) plan said they would like a salary increase over a higher employer matching contribution to the retirement plan.

XShares Advisors LLC has added nine HealthShares exchange-traded funds (ETFs) to its lineup, bringing the number of these publicly traded funds to 14.

A new series of workshops is targeted at helping advisers understand the difference between the investment styles of women and men.

The investment management arm of State Street Corporation is making some changes to the structure of its financial intermediary group, which was created in 2001 to service investors...