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UBS is expanding its compliance database to include information on environmental and social risks, which will be applied to companies, prospective sourcing partners and investment clients to ferret out controversy that could impact the bank's reputation and financial performance.
February 6 -
Succession planning is on a lot of advisors' minds right now. But it's not only owners who need to prepare for succession — employees also need to get ready. Financial Planning talked to Deena Katz, chairwoman of Evensky & Katz and associate professor of personal financial planning at Texas Tech, about her thoughts on this topic.
February 6
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Participants in employer-sponsored retirement plans are hungry for investment guidance and willing to use automatic enrollment features to achieve their goals, according to results of a survey of changing attitudes toward retirement readiness released by State Street.
February 3 -
Retirement Projected to Hit $22 Trillion by 2016; Fund Uses Student Research; Gets Morningstar Five Stars; Deutsche Boerse: It's a Black Day for Europe
February 3 -
Bank of America Merrill Lynch said that it saw increased 401(k) savings through its plan sponsors both in the fourth quarter and 2011 year, signaling a positive outlook for the tweaks it has made to its offerings and confidence in the overall economy.
February 3 -
Prudential Retirement is now offering J.P. Morgan SmartRetirement Target Date Strategies and Fidelity VIP (Variable Insurance Product) Freedom Funds in its line-up of target-date funds with a guaranteed lifetime income component.
February 2 -
Ronald O'Hanley has emerged as an outspoken force inside Fidelity Investments, giving a speech on Thursday that touched on sex, drugs and revolution as he warned that young Americans face getting a raw deal from the U.S. retirement system.
February 2 -
The U.S. Labor Department has removed a controversial part of its proposed 401(k) fee disclosure rule that would have required retirement plan providers to create a summary document, or "roadmap," of all their fees for employers.
February 2 -
U.S. Bank acquired the units of Union Banks institutional trust business that focus on retirement plans, labor management trusts, and registered investment advisors,
February 2 -
Wall Street's own watchdog filed a complaint against Charles Schwab Corp., accusing the online brokerage giant of requiring customers to waive their rights to pursue certain legal action against the firm, a violation of industry rules.
February 2
