Acadian Asset Management, an investment management firm specializing in active global and international equity strategies, has hired Seth Weingram to serve at its Boston headquarters.
Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, appointed Tad Fifer as a national sales manager responsible for distribution of Lincoln’s annuity solutions.
Many retirement plan service providers are investing in technology to link and leverage data from banks, insurers and other places where participants hold assets outside their retirement accounts.
An analysis from Hartford Funds finds U.S. investors are largely unaware of emerging digital financial advice models, and even practicing advisers don’t have much knowledge on the subject.
Some back-pocket phrases—holistic, retirement readiness and glide path—may seem tired not just to retirement plan participants, but even to retirement plan advisers themselves.
Most employees participate when offered access to a defined contribution retirement plan, but a strong majority also cite worries and ignorance about tough investing topics.
Many clients will fire an adviser that doesn’t return phone calls same day, according to research from Spectrem Group, but that’s far from the only client concern.
The new Gibraltar Ventures organization will explore, develop and invest in new strategies to advance retirement and financial security, according to Prudential.
Chicago-based institutional retirement and investment consulting firm Blue Prairie Group added Jere Cowden and Mark Muto to its network of retirement specialist consultants.
Fewer retirement plans offer employer stock and fewer plan participants hold concentrated company stock positions in their retirement savings accounts, finds a new analysis from Vanguard.
While institutional investors are optimistic about equities in 2015, their outlook is tempered by market risks that are difficult to predict and control.
An annual Fidelity survey shows just 31% of Americans are considering a financial resolution to mark the New Year, despite the positive impact such resolutions can have.