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What You Need to Know About … PowerPoint Presentations
Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels).
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The Moment of Truth
The 408(b)(2) fee disclosure rule is a tremendous opportunity for advisers
Chong Joins CUNA Mutual Group
CUNA Mutual Group hired Paul Chong as senior vice president of Retirement Plan Services.
SunTrust Names Institutional 401(k) Director
Mark Jones joined SunTrust Banks Inc. as director of sales and client service for its institutional 401(k) business.
Pension Risk Transfer Attractiveness Improves
The Dietrich Pension Risk Transfer Index increased from its prior month level of 84.92 to 86.71 as of February 1, 2013.
BMO Adds Director, Relationship Manager
BMO added a director and relationship manager to its team.
More Plan Sponsors Sticking With Providers
Win-loss survey data shows the proportion of plan sponsors remaining with the incumbent after conducting full 401(k) provider searches has continued to grow.
Men Far More Secure About Retiring
A OneAmerica survey found that 44% of men are “confident” or “very confident” they will be able to comfortably...
U.S. Bank Adds VPs in Trust and Custody
Chris Kaiser, John Murphy and Pat Walsh join U.S. Bank Institutional Trust and Custody as vice presidents and business development officers.
PAi Embarks on ‘Cruise to Retirement’ Campaign
Cruise to Retirement is PAi’s campaign designed to help advisers jumpstart conversations about the ramifications of fee disclosure.
Fund Favoritism Can Be an Issue
Mutual fund trustees may display favoritism toward funds from their own firms, said researchers at Indiana University at Bloomington.
Retirement Expectations May Be Too Ambitious
Ameriprise Financial’s Retirement Check-In survey found many Americans may be financially ill-prepared for their dream retirement.
EBSA to Hold Fiduciary Seminar in San Francisco
The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) is offering its fiduciary responsibilities seminar to small businesses in San Francisco.
Advisers Garner More Trust Than Firms
Investors put more trust in advisers than they do in financial firms overall, according to research from Cerulli Associates.
Italy, Australia Top Fantasy Destinations
If money and time were no object, most travelers would choose Italy as their top destination for 2013.
Great-West Names Sales Director for Kentucky
Scott Schlegel recently joined Great-West Retirement Services (GWRS) as its regional sales director for Kentucky.
National Acquiring Firms Keep Driving M&A Activity
Mergers and acquisitions for registered investment advisers (RIAs) saw a 30% rise in the total value of transactions year over year, according to Schwab.