Technologically Savvy Advisers Reap More Assets |
Technologically savvy advisers, which Fidelity Clearing & Custody is dubbing “eAdvisers,” reap several advantages. The firm offers six concrete suggestions for finding efficiency in technology.
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OCIO Market Expansion Reaching Public DBs |
Asset managers and advisory firms are benefitting from strong growth in outsourced chief investment officer business among a relatively untapped client bases—public DB plans. Cerulli finds OCIO mandates are also increasingly sought by private DC plans, for many of the same reasons their DB counterparts.
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Rx Costs Drive Up Amount Needed for Retirement |
It’s no big surprise that individuals with high prescription drug costs today need to save more for retirement than others. What is surprising is just how much more they’ll need for a successful retirement.
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Investment Product Launches for the Week |
CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund.
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