Subject Root Tag

Fidelity Investments confirmed Wednesday that Charles Goldman, its head of institutional platforms, is leaving the Boston fund company.

The American Institute of CPAs is offering a CPA-oriented guide on Roth IRA conversions now that the old $100,000 income limit for converting a traditional IRA to a Roth IRA no longer applies.

Survey: RIAs and brokers clamor for more alternative investments

Will the proposed “Volcker Plan” really hurt large companies as much as feared?

The team brings a decade of UBS experience.

Millionaires retained their neutral stance.

Analysts say BlackRock is positioned to pick up share because of the problems facing its rivals.

The company has not named a replacement for its head of institutional platforms, who is set to leave at the end of March.

Putnam CEO seeks alliances between insurers and asset mangers to develop retirement solutions.

There is such multiformity among the baby boomers that not everyone even agrees on who exactly belongs in this group.

Ultra-high-net-worth families have given the firm a big cash infusion

The American Institute of CPAs is offering a CPA-oriented guide on Roth IRA conversions now that the old $100,000 income limit for converting a traditional IRA to a Roth IRA no longer applies.

In 2009, mutual funds netted a total of $377 billion, with $357 billion, or 95% of that going to bond funds. Outflows from U.S. stock funds were $25.7 billion.

Putnam Investments unveiled a new website for its 401(k) plans Monday that keys investors into a monthly retirement income figure, rather than their existing balance or a retirement savings target.

WASHINGTON – Senate Majority Leader Harry Reid has scheduled a vote for Thursday that would clear the path to a second term for Federal Reserve Board Chairman Ben Bernanke.

O.B. Grayson Hall has his work cut out for him as the incoming chief executive of struggling Regions Financial Corp.

NEW YORK—Putnam Investments unveiled a new website for its 401(k) plans Monday that keys investors into a monthly retirement income figure, rather than their existing balance or a retirement savings target.

New York Life Insurance has secured the rights as the presenting sponsor of the 2010 Big East Men’s and Women’s Basketball Championships. The men’s championship is taking place March 9-13 at Madison Square Garden, and the women’s games will be held March 5-9 at the XL Center in Hartford, Conn.

In 2009, mutual funds netted a total of $377 billion, with $357 billion, or 95% of that going to bond funds. Outflows from U.S. stock funds were $25.7 billion.

401(k) investors aided by professional investment advice—be it in the form of a target-date default investment, managed accounts or bona fide online advice—earn nearly 2% more (186 basis points) than those who do not receive such help, according to a joint study by Hewitt Associates and Financial Engines.