Search results for: SCO
Report Highlights Sub-Adviser Opportunities
A recent report from Financial Research Corporation (FRC) reveals that sub-adviser firms polled say their primary source of manager search information is the manager itself.
RidgeWorth Hires Two More Sales Reps
RidgeWorth Investments announced that it has added two sales professionals to its recently-created Retail Channel sales team.
Bank of America Hiring More Than 500 Advisers
Bank of America is hiring advisers to cater specifically to the “Preferred customer” segment of Bank of America’s client base - those with investable assets of $50,000 to...
RREEF Names Global Head of Research
RREEF, the real estate investment business of Deutsche Bank’s Asset Management division, announced that Mark Roberts has joined the firm.
Neuberger Berman Adds to DC Sales Force
Neuberger Berman hired three wholesalers to its team of twelve internal and external salespeople.
RPAG Partners with John Hancock
John Hancock Financial Network (JHFN) will begin offering its advisers practice management tools from the Retirement Plan Advisory Group (RPAG).
IMHO: All for One?
The underlying theme of last week’s PLANSPONSOR National Conference was “measuring up."
PSNC 2011: Creating Better Savers
A panel of experts at the PLANSPONSOR National Conference this week discussed practical ways to engage and involve retirement plan participants.
Suitability versus Fiduciary Standards Unclear to Investors
A majority of investors do not understand the difference between suitability versus fiduciary standards, according to the J.D. Power and Associates 2011 U.S. Full Service Investor Satisfaction Study.
Invesco Introduces Fundamental Pure Style ETFs
Invesco PowerShares Capital Management LLC is rolling out a suite of nine PowerShares Fundamental Pure Style exchange-traded funds (ETFs).
Scott and Giolitti Join Wurts & Associates
Seattle-based Wurts & Associates selected Jeffrey Scott as Chief Investment Officer and Max Giolitti as Director of Risk Allocation.
John Hancock Launches Three Equity Funds
John Hancock Mutual Funds is releasing three new equity funds that are managed by the U.S. Core Value Equity team at John Hancock Asset Management.
Tax Court Catches Phony ESOP
Mark Warmoth created two corporations since 1988, which manufactured nothing except tax-saving retirement plans for their founder, according to the U.S. Tax Court.
Guggenheim Launches High Yield Dividend ETF
Guggenheim Funds Distributors, Inc. has expanded its international exchange-traded fund (ETF) suite with the Guggenheim ABC High Dividend ETF.
Alliant Names Retirement Services VP
Specialty insurance brokerage firm, Alliant Insurance Services, hired Michael F. Foy to be Vice President for the company’s national retirement services group, Alliant Retirement Services.
Advantus Hires SVP of Institutional Accounts
Julie Gerend joins Advantus Capital Management as senior vice president, Institutional Accounts and Insurance Advisory Sales, effective May 31.
Solis Argues Prudence Claims Should not be Time-Barred
Secretary of Labor Hilda L. Solis said a district court correctly held that plan fiduciaries acted imprudently by investing in retail mutual funds that were available as institutional...
practice management
Investment Analytics – Making Sense of It All
Helping evaluate a plan’s investment lineup not as simple as it seems