Search results for: SCO
Scottrade has New Head of Adviser Services
Brian Davis has been promoted to head of Scottrade Adviser Services, a division of the firm that offers institutional trading and custodial services to independent registered investment advisers...
Aon, Hewitt Complete Merger
As planned, Aon Corporation completed its merger of Hewitt Associates, Inc. with a subsidiary of Aon, creating Aon Hewitt late in the day Friday.
practice management
Clearing It Up
Custodians and clearing firms: It’s a whole new ball game for the retirement plan RIA
PANC 2010: Building a Better RFP/RFI
A successful request for proposals (RFP) or request for information (RFI) process starts with establishing goals.
BP Lawyers Say Lawsuits Should be Combined
Lawsuits by workers claiming BP Plc’s North American unit mismanaged their retirement savings plan should be sent to the Texas court already handling investor claims prompted by the...
RPAG Adds Tool to Measure Plan Diversification
Retirement Plan Advisory Group (RPAG), a national independent retirement plan practice management, firm has enhanced its proprietary Scorecard System with the addition of Overlap, a holdings-based fiduciary analysis...
Who to Call If a Spaceship Lands in Your Backyard
A rumor has been circulating this week that the U.N. named a Malaysian astrophysicist as the official “greeter” for extraterrestrial visitors to Earth.
SSgA Names Global Head of ETF Product Development
State Street Global Advisors (SSgA) has appointed Scott Ebner managing director and global head of ETF Product Development.
Mirae Launches Six U.S. Emerging Markets Funds
Mirae Asset Global Investments, an emerging market equity investment manager, has launched its first six mutual funds in the U.S.
Transamerica Names New Western Regional Vice President
Transamerica Retirement Services has announced the promotion of Tim Allen to regional vice president in its Western Region.
Transamerica Publishes Papers on Dodd-Frank Act
In two white papers, the Transamerica Life Insurance Company attempts to help advisers educate themselves about the new legislation, as well as help them educate their clients.
CPI Unveils Investment Fiduciary Product
CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company headquartered in Great Bend, Kansas, has released its Investment Fiduciary Protection Program (IFPP).
Columbia Names Two to Executive Posts
Columbia Management announced the appointments of executives for its Institutional Defined Contribution – Investment Only (DCIO) business and its Consultant Relations efforts.
Company Introduces Interactive Participant Education System
Manchester, New Hampshire-based TPA Retirement Alliance has launched SmartPlan Enterprise, an online participant education and communication system.
Invesco New Hire to Co-Head Private Capital
Invesco announced that Henry Robin has joined its fund of funds team as a Managing Director.