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practice management
Taking the Bull by the Horns
Following its Merrill Lynch acquisition, Bank of America aims to make a serious play in the retirement market
Great-West Adds Regional Sales Director for Wisconsin
Great-West Retirement Services has appointed Todd Thompson as regional sales director, to serve Wisconsin and surrounding markets.
Wirehouses Plan Retention, Recruitment for 2010
Wells Fargo and Bank of America (BofA)’s Merrill Lynch plan to add more brokers to catch up to Morgan Stanley Smith Barney.
sales champ
2007 Plan Adviser of the Year Finalists: The Most Successful
There were nearly 300 nominations for this year's award, culminating in the collection of 182 advisers, 110 of whom were eligible to compete for the award
sales champ
2007 Plan Adviser of the Year Finalists: The Teams
These finalists have all proved their worth to their plan sponsor clients and have made a noticeable difference to the plans they service
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
RIAs Say $1M in Retirement Savings Is not Enough
While $1 million is frequently referenced by Americans as a standard level of retirement savings for average families, a new survey finds most registered investment advisers (RIAs) do...
AARP: Americans 50+ Support 401(k) Fee Disclosure
A new survey from AARP suggests that—regardless of political persuasion—Americans age 50 and older want 401(k) providers to explain their fees.
dean's list
Projection Screen?
More than the subtleties of the law, the nuances of crafting a cogent legal brief, and the humiliations that often accompany the public exercise of the Socratic method,...
SEC-BofA Settlement Receives Judge’s Approval
A long-brewing regulatory conflict ended today as a U.S. District Judge approved Bank of America’s (BofA) $150 million settlement with the Securities and Exchange Commission (SEC).
Invesco PowerShares ETF Starts Trading
Invesco PowerShares announced the PowerShares CEF Income Composite Portfolio began trading Friday on the NYSE Arca under the ticker symbol PCEF.
William Blair Investment Management Names Global Head of Distribution
William Blair & Company announced that Daniel P. Charles will join the firm as global head of distribution for William Blair Investment Management, effective March 10.