Search results for: SCO

Benefits and Methods of Client Segmentation

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to...

Speeding Ticket

A study released this month provides evidence to what many drivers already suspected–the model of your car likely impacts your chances of getting a speeding ticket.    

RIA in a Box Offering E&O Insurance

RIA in a Box, a registered investment adviser (RIA) consultancy firm, has partnered with Lloyds of London and the North American Professional Liability Insurance Agency (NAPLIA) to provide errors...

Diversions: Use it or Lose it

In a recently released study called, “Mental Retirement,” researchers found a link between the age at which a population retires and the population’s cognitive skills capacity.

BrightScope Unveils "BrightScope Beacon"

BrightScope announced the launch of BrightScope Beacon, a fund-focused analytics software product designed to help defined contribution investment-only firms better understand the distribution of their funds within 401(k)...

DC to DB Transfer Elimination Upheld

A federal appellate court has agreed with a lower court judge that an employer was allowed to drop an option allowing participants to move defined contribution plan assets...

Deer Not as Dainty as They Look

USAA auto insurance claims records show that animal-auto collisions are on the rise and warn drivers that most accidents occur in the fall.   

DoL Urges Unisys Fee Case Reversal

A federal judge in Pennsylvania made a mistake when he threw out a 401(k) excessive fee case against Unisys Corporation and Fidelity Management Trust Company, the Department of...