Tag: Investing

Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.

After a trip through the 9th Circuit and the U.S. Supreme Court, the case of Tibble vs. Edison has received another ruling in the district court where it...

A federal court judge found American Century defendants have not shown producing the profitability, expense and performance reports would be unduly burdensome or disproportional to the needs of...

Some advisers say retirement plan fees can be reduced by as much as 50%.

A new study by Dreyfus finds that in the midst of a changing market environment, younger investors are more likely to reevaluate their investment approach than their older...

The ERISA plan invested roughly $1.9 million of plan assets from July 2010 through December 2011 in the investment company, Midwest Green Resources.

The complaint alleges fiduciary breaches of ERISA with regards to MFS offering its proprietary funds in its 401(k) plans.

The case accused American Airlines of including affiliated funds in its retirement plan investment lineup though they were more expensive and lower-performing than other funds.

As with similar lawsuits, the one against Brown University attacks the traditional 403(b) plan model.

The institute has proposed a framework to bring clarity, consistency and transparency to the valuation of financial instruments such as mortgage-backed securities, credit default swaps, complex bonds and...

BlackRock Moves Listing Venue for 50 iShares ETFs; Nuveen Enters Closed End Fund Merger.

The suit, Barrett vs. Pioneer Natural Resources, was filed in the U.S. District Court for the District of Colorado and calls out the firm’s offering of both stable value...

A study by Willis Towers Watson argues that long-term horizon investing can generate as much as a 1.5% premium per year.

Even while the industry has placed attention to product development and growth, investors continue to choose security.

The lawsuit says Waddell & Reed forced its own 401(k) plan participants to choose among an investment lineup almost exclusively made up of funds managed by the company...

The system engages fiduciaries and advisers throughout the process, allowing them to see their plan investments and understand why each fund is becoming more or less aligned with...

This is the second lawsuit filed this month against the university regarding excessive fees in its 403(b) plan.

Many say they are not provided investment performance data from their adviser.

Putnam was found not to have breached its duty of loyalty to its 401(k) plan participants, and the court found the plaintiffs did not prove a loss suffered...

Emerging market investors will need to focus on the cross-cutting themes, sectors and securities that drive investment returns, PGIM says.