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On June 29, 2012, Education and healthcare retirement plans are using more target date funds and Roth features in their plans, according to the latest 403(b) plan sponsor survey from the Plan Sponsor Council of America.
June 29 -
On June 29, 2012, Charles Schwab yesterday rolled out the first version of the new Schwab Advisor Center app for the iPhone for independent investment advisors who custody assets with Schwab Advisor Services.
June 29 -
On June 28, 2012, Los Angeles-based TCW has hired David Loevinger as managing director and sovereign analyst in the Emerging Markets Group.
June 28 -
On June 28, 2012, Pioneer Investments has made a series of new hires and promotions that are part of its plan to increase its U.S. retail sales team by approximately 25% in 2012.
June 28 -
On June 28, 2012, Assets of all exchange-traded funds fell in May by $71.42 billion, or 6% to $1.116 trillion, according to data from the Investment Company Institute.
June 28 -
On June 28, 2012, The $387 million, 4-Star Buffalo Science and Technology Fund (BUFTX) will be renamed the Buffalo Discovery Fund effective June 29.
June 28 -
PIMCO is ramping up its alternative investment team with a trio of new hires from big-name hedge funds.
June 28 -
As regulators and investors impose increasingly stringent transparency and reporting requirements, asset managers face new challenges in all aspects of data management.
June 28 -
On June 27, 2012, Federated Investors, Inc. has agreed to buy some $903 million in assets, including about $571 million in money market fund assets from Trustmark Investment Advisors, Inc., Trustmark National Bank and Performance Funds Trust.
June 27 -
On June 27, 2012, New York-based American Independence Financial Services, LLC today revealed that effective June 29, the RIA team led by Richard "Rick" Baird would become principal portfolio manager for its Large Cap Value strategy, including the American Independence Stock Fund.
June 27