Tag: Investment Managers

AndCo Adds New Compliance Officer to Team; RIA Firm Partners with Focus; Securian Financial Group Hires Regional Sales Vice Presidents for Small and Midsize Employers; and more.

PLANADVISER has announced winners of the fourth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 on March 29th.

Seeking to provide a top quality experience, Vantagepoint Funds conducted one-on-one research with representatives from a handful of select investment consulting firms, resulting in the new DCIO web...

While the equity markets have posted very strong returns in each of the last two years, investing leaders with J.P. Morgan Asset Management warn the long-term outlook remains...

Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and...

“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another...

“As we enter 2018, the macro environment remains supportive for the fixed-income markets,” reports Voya Investment Management CIO of Fixed Income Matt Toms.

Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move...

BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.

Folio Institutional’s API Service makes it easier for firms to build their own unique digital investing platform that includes custom online account opening, document management and securities trading.

Reporting from Insight Investment shows more than half of institutional asset owners surveyed are anticipating expanding the number of investment managers they work with.

A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.

Nikki Newton is appointed president of Ivy Distributors Inc.; John Hancock Retirement Plan Services forms a new leadership team charged with enhancing the delivery of large customized retirement...

Clearwater Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest Indexes Tracking REITs; American Century Joins List of Firms Licensing Precidian ETF Tool; and more. 

OCIOs are gaining momentum with health and hospital systems, defined contribution (DC) plans, public defined benefits (DB) plans, family offices, and sovereign wealth funds, as institutions face myriad...

Vanguard Increases Fixed Income Fund Roster of ETFs; BNP Expands Partnership with Janus Henderson to Include U.S. Services; First Trust Announces ETF Launches; and more.

New research follows previous Cerulli analyses showing home-office discretion over advisory clients' investment exposures will increase significantly under the DOL fiduciary rule and other competitive pressures.

Franklin Templeton Presents Upcoming Passive ETFs; CLS Partners With Five Providers to Launch ETF Models; PFM Acquires FCM Assets to Include Stable Value Investments Offering.

The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...

Mesirow Adds Seven-Person Investment Management Team; Mercer Hires Principal of Client Management; Hilb Group Acquires BKC to Expand Midwest Offices; and more.