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AMEX Hosts Claymore/Robeco ETFs
The American Stock Exchange has started trading two exchange-traded funds exchange traded funds (ETFs) that track the Robeco Developed International Equity Index and the Robeco Developed World Equity...
Making The Right Choices
Advisers have many criteria to examine when helping clients select the right asset allocation fund.
Creative Prospecting Helps Make the Sale
The three stages of selling a retirement plan into a company, prospecting, proposing and closing all require preparation and creativity, according to Marilyn Pearson, Vice President at Merrill...
ETF Ratings Service Launched
XTF has introduced a ratings service that rates ETFs based on 16 metrics over two broad categories: investment metrics and structural integrity.
ING Launches Custom 401k Coach Program
The program, offered in conjunction with The 401k Coach, is designed to help advisers grow and more effectively manage their retirement plan business.
ICI: ETF Assets Inch up 2% in January 2007
The assets of the nation's exchange-traded funds (ETFs) climbed 2% to $431 billion in January, up 34.8% for the year.
Capturing Rollovers Presents Opportunities for Advisers
Advisers focusing on capturing rollover assets from the 401(k) market can look to three areas: the roll-in, the rollover and the roll-on.
More than a Third of Plans Have Match Rate of 100%
More than one-third of 401(k) plans (36%) have a match rate of 100%, an increase over the 26% of plans offering such a benefit in 2002, according to...
Intercare Acquires SFG Benefits Financial
Intercare Insurance Solutions, a benefits consulting firm, has acquired retirement planning firm SFG Benefits Financial.
Happy Birthday, S&P 500!
Hard to believe, but the Standard&Poor’s 500 index will celebrate its 50th anniversary/birthday this weekend.
RolloverSystems Adds AllianceBernstein Investments’ IRA to Platform
Charlotte, North Carolina-based RolloverSystems has announced that AllianceBernstein Investments will offer its IRA product on the RolloverMarket Professional Network.
Perspective Partners Unveils Report Tool for Advisers
Perspective Partners, LLC., has released a tool that helps financial advisers work with plan sponsors to assess if a 401(k) plan is working effectively to prepare participants for...
DTCC Platform to Support Wrap-Like Retirement, Benefit Programs
The Depository Trust&Clearing Corporation's (DTCC) Insurance Services platform will now support registered broker/dealers that create and sell non-insurance retirement and other benefit programs.
Words of Wisdom
The five finalists for the Retirement Plan Adviser of the Year award shared some of their best practices at the 401(k) SUMMIT yesterday.
Building Relationships is Vital to a Successful Business
Are you a persuader or a partner?
Focus on Plan Fees and Revenue Sharing to Continue (Part 2)
Advisers should be proactive on helping their clients understand their plan fees in the coming year.
IMHO: Committed Relationships
Advisers in the retirement plan industry make a difference
NRP Acquires Ohio B/D
National Retirement Partners, Inc. (NRP), announced its acquisition of Bryan, Ohio-based broker/dealer Oberlin Financial Corp.
ProShares Launches ETFs Tied to Russell Style Benchmarks
ProShares has announced the addition of 12 exchange traded funds (ETFs) to the ProShares lineup.