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Gorillas in Our Midst?
As it turns out, expecting the unexpected doesn't necessarily turn out as one might expect.
CAPTRUST Extends its Reach Into the Lone Star State
CAPTRUST Financial Advisors has expanded its new Texas presence with a Fidelity hire.
NRP to Be New Division of LPL
As part of the acquisition of National Retirement Partners (NRP), NRP employees will join LPL Financial to will form a new division called LPL Financial Retirement Partners.
ETF Assets Fall in June
State Street’s latest ETF Snapshot reveals assets in the U.S. exchange traded fund (ETF) industry totaled approximately $772 billion as of June 30 – down $11.7 billion or...
LPL Acquiring NRP
LPL Financial Corporation is acquiring National Retirement Partners Inc. (NRP).
Investment Advisors International Names New Money Manager
Horizon Investments, LLC was announced as Investment Advisors International 's newest third-party money manager.
Americans Report Economic Concerns
A Bloomberg National Poll found that more than seven out of 10 Americans (71%) believe the economy is stuck in recession, and another 13% expect a backslide from...
Rich Americans Could Also Deplete Retirement Nest Egg
Some 64% of Americans in the two lowest pre-retirement income levels will be running short of money after 10 years in retirement, a new study found.
Custom TDFs the Prime DCIO Opportunity
Cerulli Associates contends the growth opportunity for defined contribution investment only (DCIO) asset managers lies within custom target-date funds built for large plans (those with between $100 million...
Some Say Financial Planners More Important Since Financial Crisis
A new national opinion poll conducted for Certified Financial Planner Board of Standards finds nearly two out of three Americans (65%) are more concerned about their finances today...
PIMCO Introduces Two Sovereign Bond Benchmarks
PIMCO has unveiled the PIMCO Global Advantage Government Bond Index (GLADI Government) and European Advantage Government Bond Index, two sovereign bond benchmarks designed to capture fixed income investment...
Americans Cite Obstacles to Savings Goals
The American Express Spending & Saving Tracker finds that consumers’ savings goal for the year has decreased since the beginning of the year, down to an average $12,000 from $14,000...
Guardian Life Expands Retirement Solutions Sales Force
The Guardian Life Insurance Company of America (Guardian) has expanded its Retirement Solutions national sales force with the appointment of Eric Jones as regional vice president for Florida.
Investors Move out of U.S., into Emerging Markets
A BofA Merrill Lynch survey reports major changes in investor sentiment for the global economy and corporate earnings.
Firm Produces Two Investment Education Offerings
Smart401k, an Overland Park, Kansas-based education provider for employer plans, has unveiled two online offerings.
PERSPECTIVE: 5 Steps to Jump Start Your Social Networking Presence
If you’re an advisor new to the social media scene, take some time to jump start your networking presence!