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Byline: Robert Steyer Ten years ago, the annual Pensions & Investments survey of record keepers featured 56 companies with names such as Wells Fargo & Co., Mercer, Hartford Financial Services [...]

Byline: David Hoffman PHILADELPHIA - More mutual fund companies soon will offer individual investors access to a strategy that is popular among institutional investors who are trying to outperform a [...]

Byline: David Hoffman With the mutual fund industry clamoring for the assets of retired, or soon-to-be retired, baby boomers, it is fitting that Brian A. Murdock is responsible for planning [...]

Byline: Aaron Siegel NEW YORK - Most women are under the impression that they play an equal role in making financial decisions with their spouses - but their husbands disagreed, [...]

Byline: Lisa Shidler CHICAGO - Advisers and plan sponsors need to treat 401(k) participants more like retail customers, one industry leader said. In the past, the efforts by advisers and [...]

Byline: Gary S. Mogel Financial advisers are on the cusp of a historic business opportunity to distribute baby boomer retirement assets, according to Chris Blunt, president of MainStay Investments, which [...]

CHICAGO - The newest way to get Americans to save enough for retirement in their 401(k) plans mixes discretionary management with an annual reality check. NYLIM Retirement Plan Services in [...]

MIDWEST 40|86 Advisors Inc., a Carmel, Ind., unit of Conseco Inc. that manages fixed-income investments, has hired Brian J. Hamel as its director of marketing. Mr. Hamel was a managing [...]

A San Francisco-based affiliate of New York Life Investment Management LLC bought the Centerpoint Plaza office building in Carlsbad for about $26.2 million, according to CoStar Group and public data. [...]

CBRE | Melody, the real estate banking arm of CB Richard Ellis, has arranged permanent financing in the amount of $19.5 million for a Home Depot Retail Store. The Property, [...]

CBRE | Melody, the real estate banking arm of CB Richard Ellis, has arranged permanent financing in the amount of $19.5 million for a Home Depot Retail Store. The Property, [...]

New York Life Investment Management LLC, acting as investment manager for New York Life Insurance Company, has closed two mortgage loans totaling $30 million and secured by two apartment complexes [...]

New York Life Investment Management LLC, acting as investment manager for New York Life Insurance Company, has closed an $18 million mortgage loan secured by an industrial building located in [...]