Bob Noll Joins SageView
SageView Advisory Group has hired Bob Noll as a senior investment adviser.
News
JHFN Launches DC Adviser Consulting Program
John Hancock Financial Network (JHFN) is introducing a defined contribution consulting program that provides advisers working with retirement plans training, practice management consulting, sales support, and expert resources.
More Complicated than Remembering your Kids’ Birthdays
Whether they’re written down on a seemingly innocuous Post-it note or attempted several times before gaining access to your account, we live in a time of passwords and...
New Version of Provider Search and Due Diligence Tool Launched
Asset International’s Strategic Insight and PLANSPONSOR have unveiled a new version of their Pathfinder provider search tool.
Time is Ticking for SEC-to-State Transition
Zach Gronich, President and CEO of RIA in a Box, says that advisers who will need to register at the state level should be aware of the paperwork...
Staying Busy Trumps Financial Reasons for Postponing Retirement
A growing number of the American middle-class expects to work well beyond traditional retirement age, according to the First Command Financial Behaviors Index.
John Hancock Enhances Lifetime Withdrawal Benefit
John Hancock Annuities has enhanced its Income Plus For Life optional rider by increasing the deferral credit for newly issued riders from 5% to 6% at age 65...
Wells Fargo Names Transition Services Manager
Wells Fargo Institutional Retirement and Trust announced that Steve Nolan has joined the firm as manager of transition services, effective July 1, 2011.
Newport Appoints Wirth and White for Exec Benefits Roles
The Newport Group announced that Jeff Wirth is the new Senior Vice President, Non-Qualified Plans, and George White has joined the firm as Vice President, Non-Qualified Client Services.
Manager Optimism Falls for Equities and Bonds
The latest Investment Management Outlook (IMO) survey from Russell Investments finds manager optimism regarding U.S. equities and bonds fell across the board.
New York Life Investments Hires Edward Ramos
Edward Ramos joined the company as a senior managing director and lead portfolio manager for the International Equity strategy at MacKay Shields LLC.
The Standard Hires Pension Consultant
StanCorp Equities has chosen Chris Weekley to be a pension consultant, responsible for retirement plan sales in Georgia and Tennessee.
Study Finds Disconnect Between Couples on Retirement Issues
The results of Fidelity’s Couples Retirement Study show couples both approaching and living in retirement are struggling with overall communication, planning, and management of their retirement finances.
Forward Renames Several Funds
Forward Management announced a series of name changes in its mutual fund lineup.
PSNC 2011: Five Things You Need to Know about QDIAs
Qualified Default Investment Alternatives (QDIAs) are not a “get out of jail free” card for fiduciary liability.