On April 25, 2012, TAMRO Capital launched the TAMRO Small Cap Collective Fund, which is sponsored by Global Trust Company and available to ERISA-only clients

Buyers and sellers still cannot agree on price, the heads of six acquisition-minded banks said in first-quarter earnings calls.

On April 19, 2012, the financial research and consulting organization LIMRA has hired Alison Salka to serve as corporate vice president and director of its retirement research division.

On April 13, 2012, MassMutual's Retirement Services Division has added three new sales directors to its sales and client management organization: Dararith Ly; John Randall and Raymond Zittlow.

On APril 12, 2012 Two industry groups, the Defined Contribution Institutional Investment Association (“DCIIA”) and the Retirement Income Industry Association (“RIIA”), are launching a joint effort to promote greater awareness and participation in retirement programs.

The usage of defined contribution plans and collective investment trusts is growing quickly, resulting in a big impact on the ways that pension holders invest for the future, according to research released by SEI.

Bank of Montreal Global Asset Management has moved its defined contribution business away from its Institutional Trust services arm and given it a new brand name, BMO Retirement Services.

A federal judge has declared that Fidelity Investments and the American unit of ABB, Inc. violated federal laws by making pension holders pay excessive 401(k) plan fees, and has ordered the defendants to pay $36.9 million in damages.

Investors’ confidence rose during the first quarter of 2012, according to the newly-released John Hancock Investor Sentiment Index.

Find a manager for whom you are priority No. 1 at deal time—not one who will woo you and forget you

Officials at State Street Corporation today have a few billion reasons to smile.

UBS AG's American wealth management arm has pulled firmly ahead in the race to attract top brokers, using aggressive recruiting tactics and rich signing bonuses.

Retirement plan provider ShareBuilder 401k has expanded its All-ETF 401(k) platform with five new funds.

Pentegra Retirement Services has hired Pete Swisher to serve as senior vice president for national sales.

John Hancock Financial Services has launched a television campaign, titled “You Are Not Alone,” that Hancock’s chief marketing officer, David Longfritz, says taps into the frustrations, as well as the resilience, of American investors now.

The independent broker-dealer network National Planning Holdings, Inc. has named Frank Hayn vice president of retirement plans.

A shift in American investor appetite towards investment outcome, as opposed to relative return, is changing their buying behavior, according to research published by Casey, Quirk & Associates and the eVestment Alliance.

PIMCO and the Vanguard Group received the highest favorable ratings from prospective institutional investors amidst leading asset managers, according to a new study released by Cogent Research.

For many planners with high-net-worth minimums for their clients, target-date funds don’t make sense for a variety of reasons. But in the right circumstances, they can be helpful tools.

The top concern was over the quality and selection of investment options in traditional plans, with over half of RIAs surveyed naming this as their chief issue.