Top Stories

Jul 31, 2013 - Dervedia Thomas

BlackRock Unveils Retirement Indices

BlackRock today unveiled its new suite of bond indices designed to match retirement goals with the actual cost of income post retirement.

Read More

Jul 31, 2013 - Nick Jardine

JPMorgan Revamps Target-Date Education

JPMorgan Asset Management is changing the way it provides educational material about its target-date products to investors.

Read More

Jul 30, 2013 - Nick Jardine

Franklin Templeton Soft Closes International Offering

Franklin Templeton Investments closed one of its international equity funds to new investors.

Read More


Jul 26, 2013 - Dervedia Thomas

Deutsche To Expand ETF Lineup, Push Existing Funds

Deutsche Asset and Wealth Management is focused on expanding its exchange-traded fund lineup with more broad-based offerings.

Read More

Jul 26, 2013 - Nick Jardine

Alts Providers Fear Big Boys On Horizon

Alternatives providers fear that if the bond market turns sour, larger core money managers will seek to launch their own alts funds in order to become big players in the market.

Read More


  • Search & Hire Directory: A listing of defined contribution plan search and hire activity, provided by iiSEARCHES. The Potential category includes early notice of future activity; the Completed category shows closed searches to help you see who’s winning the most business. The New category includes links to the iiSEARCHES database for RFPs and contacts.
  • Lipper Fund Flows: Monthly updates and analysis of fund trends, backed by Lipper data and commentary. We provide synopses to get you to your next meeting well-armed with the latest fund trend intelligence.
  • Money Fund Watch: Weekly rankings and performace data of the top-performing retail money-market mutual funds, as provided by iMoneyNet. Includes data on tax-free national retail, prime retail and government retail funds, all with total portfolio assets over $1 billion, excluding restricted funds.
  • New Fund Filings: weekly update of filings for new funds and share classes from Strategic Insight’s Simfund database.

From around the web

  • PlanAdviser

    SEC Launches Cyber-Security Push

    The SEC has launched an initiative to assess the cyber-security of registered broker-dealers and investment advisors. The push will involve 50 audits of broker-dealers and investment advisory firms. (PlanAdviser)
  • PlanAdviser

    Envestnet Launches New CRM Software

    Envestnet Tamarac released a new version of its client relationship management software. The firm said the new version offers a new user interface and greater integration. (PlanAdviser)
  • PlanSponsor

    Arnerich Massena Expands Fiduciary Program

    Arnerich Massena has expanded its fiduciary education program to include retirement plans. The expansion allows new investment committee members of employer-sponsored retirement plans to use the program. (PlanSponsor)
  • Reuters

    Fund Managers Warn On Russia Sanctions

    Fund managers have warned shareholders over the risks posed by sanctions against Russia. In an April 4 SEC filing, SSgA warned sanctions could result in the devaluation of Russian currency, a downgrade in its credit rating and a decline in the value and liquidity of Russian stocks. (Reuters)
  • FundWeb

    Sarasin Renames AgriSar Fund

    Sarasin & Partners has renamed the AgriSar Fund the Sarasin Food and Agriculture Opportunities Fund. The firm said the name better reflects its investment objectives. (FundWeb)
  • FundWeb

    Newton Launches Targeted Return Fund

    Newton launched the Managed Targeted Return Fund aimed at existing institutional clients. The fund is managed by Tim Wilson. (FundWeb)
  • InvestmentNews

    SEC Considers Requiring Execution Disclosures

    The SEC is considering a rule that would require brokers to tell investors exactly where their stock trades are executed. The proposal comes amid concerns that brokers make decisions that are not in the best interest of clients. (InvestmentNews)
  • InvestmentNews

    Equity ETFs See Modest Growth

    Equity exchange-traded funds grew 2.18% on average in the first quarter, compared with 1.47% for the average mutual fund. It was the seventh consecutive quarter that equity ETFs have seen positive flows. (InvestmentNews)
  • The Wall Street Journal

    Money Funds Fall $35 Billion

    Money fund assets fell $35 billion for the week ended April 16, according to the Investment Company Institute. The funds have seen seven straight weeks of outflows. (The Wall Street Journal)

Already Registered? Log in below