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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.
March 26 -
Standard Retirement Services, Inc. is launching two enhanced retirement plan websites to provide advisors, plan sponsors and participants with a more informative and intuitive online experience.
March 26 -
Wilshire Associates Inc. has promoted John Hindman to the role of president of the firm.
March 26 -
BATS Global Markets chief executive Joe Ratterman told customers and members of its exchanges that last week's "failure to perform as expected has no excuses.
March 26 -
Analytical market data provider Benchmark Solutions has appointed Tim Grant has head of sales and marketing.
March 26 -
For bank reps looking to advance their careers, theres no better news than a promotion or a job offer thats too good to refuse. Heres a sampling of bank reps who were either promoted or moved to new organizations to assume roles of greater responsibility in recent weeks.
March 26 -
N.Y. Liberty Development Corp. tops Bond Buyer 100 list of leading muni bond issuers.
March 26 -
The advantages of having both an RIA and broker-dealer relationship include ownership of the business while having the support of a full service broker-dealer.
March 26
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With muni yields having backed up from lows established earlier in the year, the environment may have shifted to the point where issuers are unsure about the timing for bringing new deals to market.
March 26 -
According to the 2012 Consultant Search Forecast, four major themes are now affecting investor decisions when they shop for asset managers: steady income; globalization; alternative investment and liability-driven investing by corporate pension plans.
March 26 -
Exchange-traded funds are all the craze and new ones are coming out of the woodwork daily. But do investors really know what theyre buying in a hedge replication strategy or an Eastern European index fund?
March 26 -
The people and events that took center stage in Phoenix, starting March 19.
March 23 -
Running a planning practice takes you into a lot of chicken-and-egg situations, such as needing to have scale before you can get the tools you need to grow. Bob Veres has answers for RIAs starting out or struggling to grow their firms.
March 23 -
Oppenheimer & Co. has hired three experienced senior professionals to expand the capabilities of its Institutional Equity Derivatives Groups options desk.
March 23 -
The Dow Jones Industrial Average picked up 34.59 points to close at 13,080.73 Friday, wrapping up a week that saw both the Dow and S&P 500 post their largest weekly losses of the year.
March 23 -
Exchange-traded funds are all the craze and new ones are coming out of the woodwork daily. But do investors really know what theyre buying in a hedge replication strategy or an Eastern European index fund?
March 23 -
Here's an interactive slide show about how to deal with the numerous it-takes-money-to-make-money types of paradoxes you run into when trying to start up your own RIA firm.
March 23 -
John Hancock has launched an ad campaign reaching out to financial advisors, focusing on the position of trust many enjoy with their clients.
March 23 -
Total money market mutual fund assets decreased by $15.49 billion to $2.622 trillion for the week ended Wednesday, March 21, according to the Investment Company Institute.
March 23 -
Well, Fidelitys chief executive wont personally meet the oracle of Omaha but a contingent of his senior executives will, Fortune reports .
March 23



