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Windham Capital Launches “Tactical Portfolio”
Windham Capital Management revealed the “Windham Tactical Portfolio,” an active asset allocation strategy that uses proprietary risk measures to control exposures throughout market cycles.
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...
National Financial Introduces Collection of Fee-Based Trading Tools
National Financial, a Fidelity Investments company and provider of custody and clearing services to broker/dealers, announced a suite of fee-based trading capabilities into its Streetscape brokerage workstation.
Workforce and Retiree Demographics Will Shift as Boomers Age
A report from the MetLife Mature Market Institute says those born between 1946 and 1955 will transform the traditional concept of retirement.
Paychex Appoints Mucci for Top Post
The Board of Directors of Paychex, Inc., has named Martin Mucci president and chief executive officer, effective immediately.
SPARK Releases Final Data Standards for Retirement Income Solutions
The SPARK Institute has released final information sharing standards and data records for lifetime income solutions that are used in retirement plans.
Business Groups File Lawsuit Against SEC
Two national business groups have gone to court to challenge the new Securities and Exchange Commission (SEC) proxy access rule.
Study Finds Retirement Dreams Shattered
Many older Americans who are approaching or who have passed the traditional retirement age of 65 are decidedly pessimistic about their short- and long-term financial future, especially as...
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.
chalk talk
Doing Your Homework
Communicating your connection between process and functional delivery
PANC 2010: Retirement Income – The Next Generation
At the PLANADVISER National Conference in Orlando last week, the panelists were unanimous: it’s not a matter of “if,” but rather “when” retirement income products become mainstream.
Extra Retirement Savings seen as more Important
Sixty-nine percent of employees in a recent survey believe retirement savings accounts to be extremely important in providing protection for themselves and their family.
Folio Institutional Offers Model Portfolios to Advisers
The “Model Manager Exchange” (MMX) currently features 150 portfolios from 35 financial professionals.
DC Market Predicted to Reach $5.5 Trillion by 2015
Defined contribution money managers may have an unlikely benefactor to thank for helping to deliver an estimated $1.9 trillion in contributions over the next five years: the recent...
TDFs have Bright (yet Different) Future
Target-date funds are expected to capture $1.7 trillion worth of asset flows and account for 60% of all defined contribution assets and revenues by 2015, according to a...
DoL Sues CA Firm over Diverted 401(k) Funds
The U.S. Department of Labor (DoL) has charged that a Laguna Hills, California, firm diverted more than $920,000 in employee and employer contributions owed to the company’s 401(k)...
Goldleaf Partners Opens St. Louis Office
Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, has announced the opening of a Regional Sales and Service Center in St. Louis, Missouri.
Nationwide Names Austin/San Antonio Region Sales Leader
Nationwide Financial Services has selected Jamie Spenthoff as regional vice president of sales for its private sector retirement plans business.
M&A Success Hinges on Four Points
A new survey by Hewitt Associates found that how companies leverage their compensation and benefits programs during mergers and acquisitions plays a critical role in retaining key talent...
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.