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Pershing , a subsidiary of The Bank of New York Company, has revamped its securities-based consumer lending to give clients the ability to increase their current borrowing power...

James McCarthy, Managing Director, Retirement Solutions at Morgan Stanley said there are two approaches to retirement product development.

There are six unstoppable trends that are driving the economy today and that will shape business tomorrow, according to one academic.

“We’d like to pat ourselves on the back saying we’ve helped people but the evidence is not in our favor,″ said Steve Ulian, Senior Vice President with Fidelity...

The U.S. offers many tax preferences to encourage savings, but by and large they’ve failed.

Nearly half (44%) of affluent Americans, and 53% of those with more than $5 million in investable assets, have assets remaining in a former employer's retirement plan.

Janus Capital Group Inc. subsidiary Enhanced Investment Technologies LLC (INTECH) has announced the launch of its Collared Long/Short (120/20) strategy, which will be available to both U.S. and...

Combined assets of the nation's mutual funds increased by $152.8 billion, or 1.5%, to $10.56 trillion in January, according to the Investment Company Institute's (ICI) survey of the...

Not too long after my first daughter was born, my wife decided that we needed to have a vehicle with four doors.

Not too long after my first daughter was born, my wife decided that we needed to have a vehicle with four doors.

The American Stock Exchange has started trading two exchange-traded funds exchange traded funds (ETFs) that track the Robeco Developed International Equity Index and the Robeco Developed World Equity...

Advisers have many criteria to examine when helping clients select the right asset allocation fund.

The three stages of selling a retirement plan into a company, prospecting, proposing and closing all require preparation and creativity, according to Marilyn Pearson, Vice President at Merrill...

XTF has introduced a ratings service that rates ETFs based on 16 metrics over two broad categories: investment metrics and structural integrity.

The program, offered in conjunction with The 401k Coach, is designed to help advisers grow and more effectively manage their retirement plan business.

The assets of the nation's exchange-traded funds (ETFs) climbed 2% to $431 billion in January, up 34.8% for the year.

Advisers focusing on capturing rollover assets from the 401(k) market can look to three areas: the roll-in, the rollover and the roll-on.

More than one-third of 401(k) plans (36%) have a match rate of 100%, an increase over the 26% of plans offering such a benefit in 2002, according to...

Intercare Insurance Solutions, a benefits consulting firm, has acquired retirement planning firm SFG Benefits Financial.

Hard to believe, but the Standard&Poor’s 500 index will celebrate its 50th anniversary/birthday this weekend.