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CAPTRUST Adds Dave Liebrock to its Team

Dave Liebrock, formerly executive vice president, retirement, at Fidelity Investments Institutional Services, Co., has left the firm to become a financial adviser with CAPTRUST Financial Advisors.

IMHO: Birthday Presence

Just after Christmas my family flew to Chicago for a surprise – my mother-in-law’s 85th birthday.

Marsh Set for Exec Reshuffling

Marsh&McLennan Cos.' Insurance brokerage unit Marsh announced changes to its global organizational structure as well as several senior management appointments.

Firms Keeping Non-qualified Plans

A majority of employers have no intention of terminating their non-qualified executive retirement plans due to final Internal Revenue Code rules governing these arrangements, according to a survey...

ETF Assets Take a Fall in November

Assets of all exchange-traded funds (ETFs) fell in November by $16.05 billion, or 2.7%, to $572.12 billion, according to data from the Investment Company Institute (ICI).