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Plans with Independent Advisers Offer More Investment Options
Data from a new PricewaterhouseCoopers (PwC) survey shows that firms using an independent investment adviser (80%) to help them manage their plan are, on average, more likely to...
Retirement Calculator Helps Illustrate Investor’s Savings Program
Plan Member Securities has teamed with TRAK (The Retirement Analysis Kit) to create the Personal Retirement Calculator (PRC) - an illustration tool with Plan Member's proprietary investment recommendations...
Two New Funds From John Hancock
John Hancock Funds has announced the launch of two new funds available to investors through financial advisers.
Managing the RFP Process
A provider search is often one of the most time consuming parts of a client relationship.
A Stitch in Time
This weekend most of the nation will “spring forward″, thanks to an extended period of daylight saving time.
401(k) Fee Hearings Begin on Capitol Hill
Congressional hearings focus on whether fees paid by 401(k) participants are fair and properly disclosed.
Retirement Counseling Service Launches
Chicago-based Longevity Alliance has unveiled a new service that provides ongoing financial counsel focusing on income planning in retirement for middle-market retirees.
AIM Introduces Series of Lifecycle Funds
AIM Investments has launched a series of six target-date maturity portfolios that feature actively managed mutual funds.
Investment Advice Exemptions Have Unresolved Issues
It is not easy to be in compliance with the new investment advice exemptions under the Pension Protection Act (PPA).
Automatic Plans No Silver Bullet
The future of retirement plans may lie in automated savings arrangements, but that can’t be the only means of improving participation and employee engagement.
ETF Assets Reached $431B in February
Exchange traded funds (ETFs) grew by about 2.1% in February to $431 billion, according to a new report from State Street Global Advisors (SSgA).
Emerging Markets Foreign Exchange Index Launches
In response to the rapid growth of investor interest in emerging markets and foreign exchange as asset classes in recent years, AIG Financial Products Corp (AIG-FP) has launched...
FOREXTrader Now Windows Compatible
GAIN Capital Group, LLC, which provides Foreign Exchange (Forex) trading and services, has come out with a trading platform compatible with Mircrosoft Windows, bringing the number of platforms...
Sunwest Pensions to Offer Managed Accounts through MG Advisory Services
MG Advisory Services, a wholly-owned subsidiary of Matrix Settlement&Clearance Services (Matrix), will provide retirement account services to third party administrator Sunwest Pensions’s retirement plan participants.
Dedicated DB Offers Advisers a New Plan Design Tool
Financial advisers looking to offer small business owners a defined benefit plan have a new resource.
Pershing’s LoanAdvance Adds Ability to Used SMA Assets as Collateral
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...
Retirement Income Space Offers Opportunities, Challenges
James McCarthy, Managing Director, Retirement Solutions at Morgan Stanley said there are two approaches to retirement product development.
Six Trends to Shape Business in the Next Century
There are six unstoppable trends that are driving the economy today and that will shape business tomorrow, according to one academic.
Fidelity Initiatives Target Participant Engagement
“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...
U.S. Faces Federal, Retirement and Healthcare Challenges
The U.S. offers many tax preferences to encourage savings, but by and large they’ve failed.