Newport Names Regional Marketing Director >
April 04, 2008 -- The Newport Group has tapped Donna Haggin as Regional Director, reporting to Newport’s Chief Marketing Officer Tom Pittman.
Provider Participant Advice Efforts Go Unused >
April 04, 2008 -- Although retirement plan providers supply investment education materials to 56% of participants surveyed by Spectrem Group, only 12% said they refer to these materials on a regular basis and 22% never use them.
PLANSPONSOR Announces Winners of 2008 Retirement Plan Adviser and Adviser Team of the Year >
April 03, 2008 -- John Barry of Torrance, California has been named the 2008 PLANSPONSOR Retirement Plan Adviser of the Year and FFoA in Pearl River, New York has been named the 2008 PLANSPONSOR Retirement Plan Adviser Team of the Year.
PIMCO Launches Target-Date Suite >
April 02, 2008 -- Renowned bond manager PIMCO has launched a target-date solution that the firm says â€œâ€¦differ from many older and less diversified types of target date funds.â€
CAPTRUST Closes Another Deal >
April 02, 2008 -- CAPTRUST Financial Advisors, an independent retirement advisory firm, has completed the acquisition of the retirement plan division of Birmingham, Alabama-based Capital Strategies Advisors Inc.
Most Americans Not on Track with Retirement Planning >
April 02, 2008 -- Only one-third of respondents to a survey by Bank of America are on track with their retirement planning efforts, and nearly one-quarter (23%) report they have not started planning at all.
Economic Slump Leads Advisers to Asset Managers For Help >
April 02, 2008 -- A recent study suggests current economic woes may lead financial advisers to rely more heavily on asset manager leadership.
Why DID the Chicken Cross the Road? >
April 02, 2008 -- The “pat″ answer to that question has long been “to get to the other side.″
Smith Barney Unit Launches UMA Program >
April 02, 2008 -- Consulting Group, the managed money unit of Smith Barney, has announced the launch of a new unified managed account program, Select UMA.
New Vanguard Fund Goes Global >
April 02, 2008 -- Vanguard has filed a registration statement with the Securities and Exchange Commission for the firm’s first passively managed global index fund.