| Federal Pension Funds Sue Big Banks Over Securities Lending |
| The lawsuit accuses a number of major banks of improper collusion to protect their shares of the securities lending marketplace.
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| Firms Carrying CAPTRUST Brand Reunite After 20 Years |
| Two decades ago the firms that were part of the same North Carolina holding company parted ways; now industry pressures and opportunities of scale have brought them together again.
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| Reviewing Providers |
| One adviser says her firm works with close to 20 providers. However, most of her clients are concentrated among half of those. “While we remain agnostic and don’t change new clients’ recordkeepers for the sake of placing them where we have a larger relationship, the bell curve of our clients’ recordkeeping relationships is similar to that of the market in general,” she says.
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| Benefits and Challenges in Centralized Investment Decisions |
| Greater use of centralized portfolio management means advisers are under pressure prove their value in other ways, such as offering financial wellness programs.
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