Tag: Investment Managers

The StoryLine process seeks insight into an employer's overall plan makeup, with the intent of tailoring default options for each plan sponsor.

Beacon Pointe Advisors names CIO; Asset-Map partners with Cambridge Investment Research; VALIC appoints new business development vice president; and more.

“Because funds bear the cost of shareholder report delivery, intermediaries have little incentive to negotiate lower delivery rates with the fulfillment vendor or otherwise control costs,” the Investment...

Stonebridge joins the hybrid solutions platform of Triad Advisors; SEI partners with higher education governance organization; client engagement expert joins Transamerica; and more.

SSGA Creates Fixed Income Data and Investment Publication, and Northern Trust Selects Diversity-Focused Firms to Offer Investment Insight.

If they do not embrace immigration in a big way, developed economies are likely to run into labor shortages that will curtail their growth potential; emerging markets will...

Continuing a trend that began in 2012, ESG criteria related to climate change and carbon emissions remained the most important environmental issue for institutions surveyed by U.S. SIF.

ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; Callan Adds Team Member to Capital Markets Group; and more.

While it took on average 121 years for countries to adopt steam and motor ships after they were first invented, it took only 16 years for personal computers...

Bernstein Adds Industry Executive to Philadelphia Region; T. Rowe Appoints CIO to Head of Investment Strategy; The Hilb Group Acquires Actuarial Consulting Firm; and more.

Voya hires regional sales vice president; Northern Trust names former employee its new strategy director; Broadridge announces a series of changes to its global operations team; and more....

PIMCO Acquisition Expands Municipal Bond Business; TIAA Adds Guaranteed Income to Custom Default Solutions; Franklin Templeton Adds Regional ETFs to Lineup; and more.

Past Wholesaler Forms Retirement Plan Consulting Firm; Pentegra Names TPA Operations Director; San Francisco-Based Advisory Firm Rebrands; and more

Northern Trust Launches Outsourced Trading Capability; State Street and Charles River Development Acquisition Improves Investment Platform; Mercer and Morningstar Launch Digital Analytics Platform; and more.

PCS Announces Series of Promotions and Hires; CUNA Mutual Grows Sales Force with Addition of Regional VP; USI Selects Retirement Services VP; and more.

Vanguard’s chief economist warns that rising rates may sting in the short term, but book value losses should be offset by higher future returns—rewarding those with perspective and...

The Wagner Law Group Welcomes Attorneys Quinn and Burwick; Independent Retirement Hires Retirement Plan Consultant; SageView Hires Managing Director; and more.

MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths; Delta Data launches proprietary product manager; and AXA doubles down on SRI/ESG integration.