Subject Root Tag

Charles Schwab Trust Co. is planning indexed target-date collective trust funds, the Schwab Indexed Retirement Trust Funds with target dates spanning 2010-2050, for retirement plans.

"There is always a clue."

The demands on investment management companies to deliver timely information have never been more stringent than they are today. Regulators from various countries are imposing greater controls and more frequent compliance checks. Asset managers demand more flexible reporting to better meet the needs of their customers.

The family of deceased Circle T Partners hedge fund manager and frequent CNBC guest Seth Tobias is said to be near a settlement regarding his $25 million estate. Since 44-year-old Tobias's mysterious death last September, his family and his wife, Filomena Tobias, have been disputing the circumstances of his death and the outcome of his estate.

Approximately 78 million working Americans are currently working jobs that do not provide them with a retirement plan; however, Barack Obama is looking to change this predicament, according to a report by CNNMoney.com.

As JPMorgan Chase begins to remove the Bear Stearns name from its buildings, the firm is taking the opportunity to enhance its own brand identity.

Eaton Vance has received a no-action letter from the Securities and Exchange Commission that will permit it to provide a new auction-rate security known as Liquidity Protected Preferred Shares.

The Securities and Exchange Commission just released its full summer agenda, and according to SEC Chairman Christopher Cox, it will be extremely busy in the coming months.

Ralph Cioffi and Matthew Tannin, former Bear Stearns headge fund managers, are the first two criminal indictment casualties of the subprime crisis, with the FBI having arrested them at their homes on Thursday.

With the two presidential candidates casting lobbyists, and much of the industry, in a negative light, they are taking a cautious approach to the convention revelry and keeping a lower profile.

The Supreme Court's recent decision in LaRue v DeWolff to permit workers in 401(k) plans to sue administrators for high fees will inevitably lead to lower fees-and the end of the retail mutual fund industry's dominance of the market. That's the strong opinion of widely quoted, and frequent financial TV guest Ric Edelman.

Putnam Investments Selects Bob Reynolds as CEO

NEW YORK - Hedge funds are notorious for being secretive, private investment pools, but the time has finally come for them to become more transparent in order to capture the billions of dollars floating around alpha-seeking institutional investors' pockets.

Invesco, the global investment management firm with its U.S. headquarters in Atlanta, is continuing its efforts to evolve into a bigger global power brand with both diverse and expansive investment offerings. Parent company Invesco Ltd. is headquartered in London.

By now, investors are accustomed to the creative, informal "Talk to Chuck" advertisements of Charles Schwab & Co. in which animated, yet somewhat realistic, images of people gripe about trying to get through to other brokers, but take heart at the thought of reaching Chuck Schwab, the man, through one of his people.

The recent mortgage market crisis has opened a Pandora's box of white-collar cases probed by the U.S. attorney’s Eastern District office.

Goldman Sachs and Deloitte & Touche LLP announced they had finalized plans to unload a portion of a $7 billion structured investment vehicle, which was set up by U.K. hedge fund manager Cheyne Capital Management LLP, according to a recent report by Bloomberg.

When an employee leaves a firm, can they take their client list with them to their new job?

When the value of the dollar decreases, Americans are apt to invest in tangible assets such as real estate. As depreciation continues, it comes as no surprise that real estate mutual funds (REMFs) have grown 6% so far this year. What is surprising, however, is seeing financial success in one of the worst real estate markets in years.

Money market mutual fund assets fell $38.91 billion for the week ending June 18, according to the Investment Company Institute.