PLANADVISER Top 100 – Profile of the Day |
Even with features such as automatic enrollment, auto-escalation and do-it-for me default investment options, nothing replaces a face-to-face meeting, according to SilverStone Asset Management. The firm distinguishes itself through a complete focus on defined contribution plan clients.
Read more > |
|
BlackRock to Acquire FutureAdvisor |
The deal combines B2B technology-enabled advice capabilities and world-class investment and risk management solutions.
Read more > |
|
B/Ds Need to Embrace New Adviser ‘Team’ Model |
When a broker/dealer recruits an adviser firm, whom should it target as chief decisionmaker? If you’re a B/D and the answer seems too obvious, you should probably think again. Gone are the days when top producers are the focal point—at least if you’re recruiting a large ensemble team.
Read more > |
|
Small Plans Lag on Match Generosity |
Fewer than half of retirement plans with less than $20 million in assets offer a matching contribution for employee accounts, according to an internal Vanguard analysis.
Read more > |
|
Investment Product Launches for the Week |
This week’s investment product launches include an expanded fund lineup from Guardian Retirement Solutions and a multi-asset growth fund from Oppenheimer.
Read more > |
|