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On April 30, MME learned that DST is revamping its sales and marketing units.

Advisors are ramping up their retirement income planning services as waves of Baby Boomers begin to retire, according to a new survey from LIMRA.

The community, called Connect: Professional Women’s Network, will provide content and news on topics including finding success, creating new businesses and balancing work and life. The group is aimed at helping female professionals connect with other female professionals.

Revenue from the sale of investment and life insurance services at banks and credit unions increased 10% in 2011, led by a significant boost in advisory services.

On April 30, Dow Jones said it was named the “Most Innovative ETF Index Provider” for the Americas region at the 8th Annual Global ETF Awards.

Gordon Morse worked Smith Barney and Bear Stearns, managing and developing branch offices, before working at Raymond James.

On April 26, Pentegra launched its first 401(k) app.

The big guns -- from PIMCO to State Street -- are now squaring off in one of the tiniest slices of the fund business. But it's not clear yet if there will be a payoff.

The group, which collectively manages $18 billion of client assets, plans to meet on a regular basis and provide “thought leadership” to independent and wirehouse advisors.

As it expands its U.S. branches, Toronto-Dominion is hoping to sell more products to existing customers and to emulate its cross-selling success in its home country of Canada.

BNY Mellon has named PeterPaul Pardi global head of distribution for its Investment Management business.

UBS has launched the ETRACS DJ-UBS Commodity Index 2-4-6 Blended Futures ETN

State Street Global Advisors last night cleaned house at the 8th Annual Global ETF Awards Dinner held in New York, taking home a series of industry awards.

Guggenheim Investments has added three new exchange-traded funds to its BulletShares lineup.

Executives managers and top operational leaders of fund companies appear to be downcast about their compensation even as financial market tensions ease.

Executives managers and top operational leaders of fund companies appear to be downcast about their compensation even as financial market tensions ease.

On April 27, Walt Bettinger said Schwab's index offering currently has 10 buyers.

The Dow Jones Industrial Average rose 23.69 points to 13,228.31 Friday while the Nasdaq and S&P 500 added 18.59 points and 3.38 points, respectively.

On April 27, Guggenheim Investments added three new exchange-traded funds to its BulletShares lineup.

On April 27, City National Bank agreed to acquire Rochdale Investment Management, a $4.8 billion New York City-based investment firm.