Search results for: SCO

Commonwealth Financial Network developed the Commonwealth Model Management platform to help advisers with systematic managing and rebalancing of client portfolios. 

An S&P report contends that if the goal of employers is to offer retirement plans that are capable of generating adequate retirement funding for participants, then index funds...

Bill Simon, Jr. has joined Brinker Capital in the newly created position of Managing Director, Retirement Plan Services.

I have watched with increasing interest the growing furor over the Department of Labor’s proposed new fiduciary definition.   

A federal appellate court has upheld a ruling that the cash balance plan offered by El Paso Corporation does not violate the Employee Retirement Income Security Act (ERISA)...

Retirement plan sponsors are selecting only specific parts of a target-date fund series, even though asset managers market the entire target-date fund series, according to a report from...

The Standard has announced the appointment of two new pension consultants. 

In its semi-annual Affluent Insights survey, Merrill Lynch found younger affluent investors (between the ages of 18 and 34) are much more concerned about their financial security than...

Only a small proportion of companies take cultural issues into consideration as part of their integration plans for mergers and acquisitions (M&As), a Mercer survey has found.

Securian Retirement added twelve investment options for retirement plan sponsors and participants, now offering employers more than 120 investment options.

The Hyas Group LLC announced the appointment of Scott Faris, JD, CFA as a Senior Consultant.

Auerbach Grayson & Company LLP has launched a global fixed income and sales trading platform for frontier and emerging markets.

Callan Associates hired four investment consultants for its Alternatives, Fund Sponsor and Defined Contribution (DC) Consulting groups in San Francisco, Chicago, and Atlanta.

While DCIO (Defined Contribution Investment-Only) assets continue to grow at a healthy pace, the industry is entering the early stages of maturity, according to a recently released study...

I was late to the NetFlix game—switching over only when my local Blockbuster closed its doors.