Portfolio

Portland, Ore.-based Invest n Retire, LLC, a record keeper for tax-deferred retirement plans, has appointed Agustin J. (Gus) Fleites as chief executive officer.

The independent broker-dealer network National Planning Holdings, Inc. has named Frank Hayn vice president of retirement plans.

Horizon Investments has launched a no-load actively-managed mutual fund that invests in exchange-traded funds.

Here’s an interactive slide show detailing five important facts every financial advisor needs to know about actively managed ETFs.

Here’s an interactive slide show highlighting five facts advisors and investors need to know about actively managed ETFs.

A typical fee-based advisor undercharges clients by about $20,000 each year, according to a presentation on the PriceMetrix site.

Bank of America today released a its own version of a multiple employer plan for small businesses, dubbed Merrill Edge Small Business 401(k), targeting plan sponsors with 401(k) plan assets under $250,000.

Wilshire Associates Inc. has promoted John Hindman to the role of president of the firm.

For bank reps looking to advance their careers, there’s no better news than a promotion or a job offer that’s too good to refuse. Here’s a sampling of bank reps who were either promoted or moved to new organizations to assume roles of greater responsibility in recent weeks.

N.Y. Liberty Development Corp. tops Bond Buyer 100 list of leading muni bond issuers.