Tag: Investment Managers

The president and CIO of Ryan Labs describes in detail the mechanics behind the firm’s new defensive bond portfolio strategy—and the way his work continues to be shaped...

Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.

Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.

Voya Hires Sales Executive for Small-Mid Business; OppenheimerFunds Adds to CEO Advisor Institute's Executive Consulting Team; Vanguard Promotes Four Professionals Within Fixed Income Group; and more.

The demand for 3(38) investment manager search support and monitoring has moved up market into the range of plans with billions of dollars in assets; smaller plans are seeking cost...

The unsuccessful challenge was viewed as somewhat unique amid the glut of retirement industry litigation because it cited the Racketeer Influenced and Corrupt Organizations Law of 1970, known...

External Wholesaler Joins BPAS; Lincoln Employs Sales Directors to Retirement Distribution Team; Mid Atlantic Partners with Parthenon and Waterfall; and more. 

Brokerage Solutions Firm SaveDaily Hires Industry Veteran as CEO; Business Development Director Becomes RVP at John Hancock; OM Asset Management Rebrands as BrightSphere Investment Group; and more.

While the investing rules controlling the Connecticut public pension fund are different from those governing corporate retirement plans, the argumentation as to why gun manufacturer divestment may be...

Mercer Advisors and GFS Create RIA Firm Integration; Cetera Creates New Channels and Enhances Leadership Team; Nationwide Hires Lead for Retirement Institute; and more.

“While appropriate for some participants, heavy reliance on equities is almost certainly not suitable for as many 401(k) participants as the allocation of the largest TDF managers suggests,”...

Financial Engines Offers Services to ADP Clients; Nuveen Expands DCIO Team with Promotions and New Hire; Lucas Takes the Helm at EBRI; and more.

Wilshire Consulting Launches Inclusivity Initiative; SEIC Expands Manager Research Platform with Janney; ISS Creates Scoring Solution for Institutional Investors; and more.  

"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders...

Past Regional Wholesaler Promoted by John Hancock; Willis Towers Watson Appoints U.S. Head of Asset Management Exchange; Qualified Plans LLC Joins Ascensus TPA Solutions; and more.

Voya Investment Management has become the latest signatory of the Principles for Responsible Investment pledge, stepping right into a hot debate about the role of environmental and societal...

News emerged Tuesday of a shift in the way Fidelity and Vanguard, two of the largest-volume providers of recordkeeping and investment products for retirement plans, work with and...