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Asset Managers Struggle to Differentiate
A study from asset manager consultant kasina suggests executives are thinking alike when it comes to facing industry challenges.
Newport Group Appoints New Northeastern Regional Director
The Newport Group, a national full-service provider of qualified and non-qualified retirement plans, has appointed Alan Valenca to the position of Regional Director, Qualified Plans, for the firm’s...
ETF Assets Increase to $608B
The combined assets of the nation's exchange-traded funds (ETFs) rose in December by $36.3 billion, or 6.3%, to $608.4 billion, according to the Investment Company Institute (ICI).
2008 Micro Plan Analysis – Room To Grow
Micro plans offer good plan designs, but have room for improvement
dean's list
“Beta” Test
After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision: We bought...
trendspotting
Few Wealthy Clients Loyal to Their Advisers
Less than 12% of affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan...
sales champ
FFoA, a Member Firm of NRP
Barbara Delaney, Cathy O’Halloran, Martha Kelly, Kylee Hall (Pearl River, NY)
sales champ
Heffernan Financial Services, a Member Firm of NRP
John Prichard Sr. and Blake Thibault (San Francisco, CA)
fiduciary fitness
Hidden in Plain Sight?
The DoL sets its sights on disclosures from service providers