The ERS Fund Strategist Network from Envestnet gives retirement plan advisers scalable access to intellectual capital from more than 60 institutional managers.
The market for investment services devised to meet specific institutional client objectives will grow by more than $1 trillion over the next five years, predicts global analytics firm...
F-Squared Investments has filed for bankruptcy and agreed to sell its intellectual property, investment strategies and investment management contracts.
A district court in Colorado has granted in part and dismissed in part a motion from Great-West to dismiss a class action lawsuit alleging the company breached fiduciary...
Researchers investigated whether mutual fund families acting as service providers in 401(k) plans display favoritism toward their own affiliated funds.
A California state appellate court found allegations sufficiently supported an investment manager’s claim that it had entered into an oral agreement with CalPERS to run a $100 million...
BlackRock Advisors has settled allegations from the Securities and Exchange Commission (SEC) that it breached its fiduciary duty to certain clients "by failing to disclose a conflict of...
Social media is joining traditional financial news media as a key source of information used by institutional investors, according to Greenwich Associates.
Rebranded as Verus Advisory Inc. and Verus Investors LLC, the former Wurts & Associates is looking to double down on its investment research and consulting services.