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servicing strategies
The Young and Restless
How retirement plan advisers can better reach a young, transient workforce
The Online 401(k) Adds 16 New Adviser Relationships
The Online 401(k) expanded its network of financial adviser partners by 16 during the second quarter of 2008.
Attention “Deficits?″
Mothers always seem to feel a special responsibility for their children – and new research seems to offer yet another reason to worry.
Fidelity Sticks with Controversial Ads
TIAA-CREF has agreed to pull a controversial ad urging federal employees to roll over their assets, but Fidelity refusals to halt a similar ad.
Good Investment Performances Equals Investor Satisfaction
Raymond James led in investor satisfaction among 19 full service investment firms, according to a study from J.D. Power and Associates.
AllianceBernstein Manager for Vanguard Growth Offerings Replaced
Vanguard appointed new portfolio managers to the AllianceBernstein L.P. portions of the $4.8 billion Vanguard U.S. Growth Fund and the $314 million Growth Portfolio of the Vanguard Variable...
Sentinel Fills Sales Management Positions
Sentinel Investments, the investment management arm of National Life Group, said it has filled several key roles in its distribution channel.
Calling Steve Bartman….
Boston Red Sox fans finally got to see their dreams come true (twice) – and the Chicago White Sox finally overcame their World Series jinx going back to...
Another Circuit Agrees Cashed-out Participants Have Right to Sue
The 1st U.S. Circuit Court of Appeals became the latest federal appellate court to decide that former employees who allege that fiduciary breaches reduced their lump-sum distributions from...
Advice is Value Added
A Cerulli study says the role of financial planning is becoming more important in client relationships.
Senators Unveil 401(k) Debit Card Ban
Two U.S. Senators have announced a legislative proposal to ban debit cards linked to 401(k) plans.
Four Generations Agree: We Need More Advice
A study from Charles Schwab found that across all generations, Americans agree that more financial education is needed.
Woodbury B/D Appoints SVP of Distribution
Firm veteran Scott Carlson was promoted to lead sales and recruiting for Woodbury Financial Services, a subsidiary of The Hartford Financial Services Group, the company said.
AIM Global Value Fund Gets New Leadership, Name
Invesco Aim announced today a new team approach for the AIM Global Value Fund.
Pre-Retirees Will Stay for the Right Reasons
Companies interested in preventing the impending retirement of their Baby Boomer workforce might be able to keep them around with incentives, new Employee Benefit Research Institute (EBRI) research...
PIMCO Announces Bond Fund 'Un-tethered' from Benchmark
PIMCO announced the launch of the PIMCO Unconstrained Bond Fund (UBF), which uses the firm's investment process and is not tethered to benchmark-specific guidelines.
Preferred Retirement Activities Differ by Gender
If men and women pursue their dreams, they will be spending plenty of time apart during their years in retirement.
What You See is What You Putt
Players who have a good golf day might also have judged the hole to be bigger in size, new research says.