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Tell the Truth About Savings Rates, Putnam CEO Says
Address market challenges, embrace innovation and take the lead in improving retirement policy, said Robert L. Reynolds, president and chief executive of Putnam Investments.
BofA Financial Wellness Scorecard Shows Uptick
Employers and employees are taking action to get financially fit, according to the Bank of America Merrill Lynch 401(k) report.
J.P. Morgan Launches 2013 Guide to Retirement
For the third edition of the Guide to Retirement, a couple of key themes were top of mind, Katherine Roy, chief retirement strategist at J.P. Morgan Asset Management,...
ISC Group Announces New Ownership Group
Institutional Securities Corporation (ISC) has been acquired by a team led by Scott A. Hayes, the firm’s executive vice president.
MassMutual Welcomes Managing Director
Joseph DeLude joins MassMutual's Retirement Services Division as a managing director of institutional sales.
Retirement Plans a Major Vehicle for Owning Mutual Funds
In 2012, 72% of households owning mutual funds owned them through employer-sponsored retirement plans.
What’s Your (Or Your Client’s) Profile?
In 20 minutes, you can find your clients’ psychological profiles – and advise them better on wealth building and retirement plans.
SageView Adds Three Team Members
Chris Donnelly, Mike Nash and Jeff Padavic have joined SageView Advisory Group.
ERIC Urges Rejection of Class in Stable Value Suit
The ERISA Industry Committee (ERIC) is urging a court to reject class certification in a lawsuit alleging fiduciary breach claims concerning stable value fund investments in money market...
EBSA Hosts Free Small-Business Webcasts
The Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) will host two free webcasts for small-business owners as part of America Saves Week.
Jefferson National, CMG Launch Model Portfolios
Together with CMG Capital Management Group, Jefferson National has launched three new tactically managed model portfolios.
Prudential Announces Education Tools
Prudential Retirement has joined the annual America Saves Week campaign to encourage Americans to make a commitment to increase savings...
ING Offers Savings Benchmarking Tool
ING U.S. has expanded its suite of retirement saving, planning and education resources with a new Web-based financial benchmarking tool.
Advisers Focusing More on Plan Design
Advisers are discovering that demonstrating better retirement plan outcomes through plan design is the ticket to differentiating themselves in a competitive industry.
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Adviser Technology Fueling Client Satisfaction
High tech is driving advisers’ businesses like never before