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D. Mark Schumann has joined The Segal Group as senior vice president and national communications practice leader.

New analysis from State Street Global Advisors (SSgA) shows smart beta strategies, designed to take advantage of both active and passive investing principals, are gaining popularity.

President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.

ING U.S. Inc. will continue its rebranding process during 2014.

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.

Military families with a financial adviser are more likely to feel confident about retirement than those not receiving advice, new research shows.

New York Life announced that John Y. Kim has been elected as a vice chairman of the company.

Five target-date funds (TDFs) are among the nine funds launched by BMO Global Asset Management.

Despite employees saying they will work into their retirement years, employers still have concerns about being shorthanded.

National Life Group will increase emphasis on marketing 457(b) plan solutions.

Global asset manager Russell Investments has appointed Josh Cohen, CFA, as managing director, head of institutional defined contribution (DC).

A strategy that is more than 50 years old, smart beta is receiving new attention as investors seek alternatives to passive, index-based asset management.

Plan advisers should stress the importance of communication and planning, signaling that retirement is a time of empowerment—not a dismal single life event.

BNY Mellon has added the Liquidity Aggregator to its risk and collateral management-related services.

The adviser site at OppenheimerFunds has been enhanced with new features and additional ways to compare funds and judge performance.