Tag: Investment only

The demand for low fees will continue to cut into actively managed funds in portfolios.

Lada Eng, Leah Laurent, Niles Monica and Marta Rodriguez have joined J.P. Morgan Asset Management as retirement business directors.

Ron Cohen has joined Wells Fargo Funds Management LLC as head of sales for the defined contribution investment only and registered investment adviser channels.

In 2015, the question for defined benefit plan sponsors and their advisers will not just be, “What will interest rates do?”

The average number of investment managers sponsors have in their lineup is 3.9, a study says.

Broadridge Financial Solutions reached an agreement with Pension Data Resources, Inc., to provide clients with plan assessment and benchmarking capabilities based on compiled Form 5500 data.

Fidelis Fiduciary Management launched an independent investment management program for financial advisers who cannot or choose not to serve as fiduciaries for their 401(k) clients.

Franklin Templeton launched an online Retirement Center for individual investors, financial advisers, employers and plan sponsors.

The current selling process has shifted beyond the “gatekeeper” role for advisers, to one where the adviser or consultant is much more involved in the investment menu design...

The vast majority of investment committee members surveyed said they prefer a democratic approach. 

New York Life Investments has appointed Al Lazaro as regional vice president, Midwest region, for its defined contribution investment only (DCIO) practice.

Allianz Global Investors Distributors (AGID) announced that Nick Loglisci Jr. has joined the firm as Managing Director in the Defined Contribution (DC) group.

GE Asset Management Incorporated (GEAM) has added two senior sales professionals to its intermediary business team.

Putnam Investments has made changes to senior roles on its defined contribution team, in what Edmund F. Murphy, III, Managing Director, Head of Defined Contribution, called “the...

 Retirement Strategies, Inc. (RSI), will offer vWise Inc.’s SmartPlan Enterprise solution for its Defined Contribution Investment Only (DCIO) partners.

The Hartford said it has expanded its team of sales consultants who serve the investment needs of defined contribution plans "as part of a broader strategy to continue...

A new service called 401(k) Rekon aggregates and lists resources offered to financial advisers by 401(k) plan providers.

Pioneer Investments has announced seven additions to its U.S. sales team, continuing the expansion of its sales force aimed at supporting the firm’s largest retail clients.

Fund manager AllianceBernstein has newly registered six global asset allocation funds, according to Simfund Filing, a product of Strategic Insight, an Asset International company.

New York Life Investments said it is expanding its defined contribution investment only (DCIO) efforts through its lineup of stand-alone stable value products to third parties.