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State Street Unveils Wealth Connect Upgrades
State Street Corporation has enhanced its wealth manager services capabilities.
Auditors Suggest EBSA Could Do More about Conflicts of Interest
An audit report claims the Department of Labor’s Employee Benefits Security Administration (EBSA) could do more to protect retirement plan assets from conflicts of interest.
State Street Appoints Deputy Head of e-Exchange Biz
State Street Corporation announced that Samuel Cole will join the company next month as executive vice president and deputy head of State Street’s e-Exchange business.
Mercer Professionals Form New Investment Consulting Group
Former Mercer outsourcing principals Peter Gosselin, Shawn Charles, and Julie Doran have formed Gosselin Consulting Group LLC, an independent, full-service institutional investment consulting firm.
More Advisers Using Alternative Investments, Study Shows
The 2010 Rydex|SGI “Annual AdvisorBenchmarking Study” showed that the majority of advisers surveyed (71%) advocate using alternative investments for their clients.
Great-West Announces Sales Director for Pittsburgh Market
Great-West Retirement Services has appointed Tom Masteller as regional sales director for the Pittsburgh marketplace.
Schwab Introduces Twitter Account with RIAs in Mind
Charles Schwab has created a Twitter account specifically designed for independent registered investment advisers (RIAs).
TIAA Acquires Agricultural Asset Manager
Teachers Insurance and Annuity Association of America (TIAA) has acquired a controlling interest in Westchester Group, Inc., an independent agricultural asset manager.
Loomis, Sayles Unveils Multi-Asset Class Portfolio
Loomis, Sayles has launched the Loomis Sayles Multi-Asset Real Return Fund (MARYX), featuring multi-asset class diversification designed to counter potential global inflationary environments, such as classic inflation, debtflation,...
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.
IMHO: Scale Model
I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.
PANC 2010: Getting the Word Out
You are your “brand”; it includes everything your client experiences while working with you.
Report Highlights Savings Gaps, Ways To Close Them
A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Noisom Wealth Management Group joins Raymond James
Financial advisers Tony Noisom and Chris Musino recently joined Raymond James & Associates, in its Coral Gables, Florida, branch.
New Multiple-Employer DC Plan Coming to Market
American Pension Services is introducing a 413(c) multiple-employer defined contribution plan, called “The Platinum 401k” program.
Tech Strategy More Important than Tech Spending
Independent registered investment advisers (RIAs) who have a strong, hands-on approach to technology are seeing more benefits than RIAs who spend more money on technology, yet use it...
Regulators Release Flash Crash Probe Report
A trading firm’s use of a computer sell order triggered the May 6 market plunge, which sent the Dow Jones industrial average dropping nearly 1,000 points in less...