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ETF Assets Increase 5% in April
The assets in U.S.-listed exchange-traded funds (ETFs) climbed 5% during April, with International and Specialty ETFs making the biggest leap.
T. Rowe Price Expands Adviser Web Site
T. Rowe Price unveiled an expanded financial intermediary Web site that provides streamlined access to institutional investment content and educational resources designed for client use.
New PE Firm Launched by Pacific Corporate Group Execs
Three private equity executives have formed a new firm, Leucadia Capital Partners LLC (LCP), to provide customized private equity investment management and advisory services to institutional investors.
HSBC To End 401(k) Services
HSBC Bank USA N.A. has notified customers that it will cease providing 401(k) services by year's end.
Bingham Legg Advisers LLC to be Acquired by Wilmington Trust
Wilmington Trust Corporation will acquire Bingham Legg Advisers LLC, adding the Boston-based wealth management firm to its network of national Wealth Advisory Services offices.
Advisers Need to Better Manage Practice Revenues
Are you getting a fair reward for your labor and risk?
IMHO: Treating Attention Deficit Disorder
We have long been concerned about the attention deficit of participants when it comes to their 401(k) plans.
Fidelity Rolls Out Three New Funds
Fidelity Investments last week announced the offering of three new enhanced index funds.
Early Roth Adopters Are Active Retirement Savers
Participants in retirement plans at The Vanguard Group who opted to take advantage of the Roth 401(k) in its first year have tended to be those more likely...
Plans Important for Small Biz Success
About half of small business employees (49%) who now belong to a workplace retirement plan say they would stay away from a potential employer not offering such a...
Report: Provider Web Sites Missing the Boat
Communicating with plan participants via a Web site may still be the “in″ thing, but a recent study indicates that plan providers’ Internet efforts are still far from...
Legislation Targets Employers Without Retirement Plans
Employers without retirement plans would be required to establish an automatic payroll deduction program to an individual retirement account (IRA) under new legislation.
Sterling Bancshares to Acquire MBM Advisors
MBM Advisors, Inc., a Houston-based investment advisory and pension administration and consulting firm, is to be acquired by bank holding company Sterling Bancshares, Inc.
Lincoln Financial Network’s Recruitment Team Grows
Lincoln Financial Network (LFN) announced that Tammy Robbins has joined the firms’ planner/advisor recruiting group and will serve as Regional Managing Director for the West Coast territory.
Happiest Advisers Found at Edward Jones
Edward Jones ranks highest among 10 financial investment firms in satisfying their financial advisers, receiving particularly high ratings from advisers in support, people and firm performance.
Perspective: Don’t Fall For the Experience and Intuition Trap
The first of seven ineffective habits of retirement plan advisers.
Citi to Buy BISYS and Spin Off Retirement Services Unit
BISYS announced Wednesday that it has agreed to be acquired by Citigroup Inc. for $1.45 billion in a deal that will also see BISYS’ retirement services unit sold...
Now, How Much Would You Pay?
Whether you are a Mom, are married to a Mom, have, or had a Mom (hopefully that covers everyone), odds are you’d agree with the statement that their...
MassMutual Releases Small Plan Bundled Solution
MassMutual Retirement Services' new PlanSmart is a bundled plan solution for plans with $1 million to $5 million in assets, the firm announced.