Tag: Investment Managers

A concise example of summary judgement published by the 2nd U.S. Circuit Court underscores retirement plan fiduciaries’ absolute duty to diversify and carefully administer participant assets. 

Conning Launches New Suite of Risk Management Software; Advisor Partners Releases Global High Quality Dividend Yield Strategy; Jackson Square Partners Offering Mutual Funds; and more.

Morgan Stanley Releases Gender Diversity Toolkit; Northern Trust Launches Goal Engineer Series for IRAs; OppenheimerFunds Launches Semi-Custom TDF Program for Advisers; and more. 

 

New regional manager joins OneAmerica; Custodia Financial hires two leaders to manage Retirement Loan Eraser; Voya Financial hires new director; and more.  

 

OCIO clients cite a lack depth of internal expertise to manage assets across a broad spectrum, especially as it pertains to alternatives exposure and global assets portfolios.

State Street Global Advisors Adds 88 Firms to Gender Diversity Index; Morningstar Credit Ratings Now Ranking Financial Institutions; and Morningstar Partners With Advicent to Upgrade Asset Allocation Classification.

TIAA says voice recognition technology offers customers a “fast, easy and secure password alternative.”

Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange.

Cerulli research highlights the ongoing push among institutional asset owners away from investments that include revenue sharing. 

Advisers can help small employers minimize investment fiduciary risk through LPL's 3(38) Small Market Solution service.

Advisers have been in a “constant state of flux,” according to a quarterly Fidelity survey, but they are also “making sense of the range of short- and medium-term...

For asset managers operating in an industry historically dependent on traditional active funds to buoy revenue and profits, the push towards index-linked investing can be worrying. 

 Vanguard Closes Dividend Growth Fund; Morningstar Expands Commodity Research Into Oil, and more.

 

Fidelity's digital investing platform competes with robo advice providers by adding human component.

The new “Trends” module within MercerInsight provides real time information about manager searches and fees. 

As investment adviser to the Checksmart 401(k) plan, Cetera Advisor Networks, has been accused of breaching fiduciary duties by only making available high cost funds to the plan.

Findings from a Natixis survey suggest many investors have expectations that “don’t reflect a full understanding of the risks of index funds versus the benefits.”

Research from global analytics firm Cerulli Associates finds that institutional investors in general no longer limit review of their assets to traditional financial metrics such as revenue, profitability,...

Cerulli’s latest survey of institutional investor priorities and behaviors shows lasting momentum for multi-asset-class solutions, but also some challenges for the market segment. 

Jefferson National is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution.