Products November 15th, 2012 Interactive Data Launches Suite of ETF Web Tools Interactive Data Corporation unveiled its white label suite of ETF Web tools to help advisers analyze, build and promote investment strategies using ETFs.
Products November 15th, 2012 MATC Adds Money Managers to 401(k) Platform Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.
The Markets November 15th, 2012 Effective Oversight of RFP Groups Requests for Proposals (RFPs) are more than a calling card—they are an investment manager’s resume.
Data & Research November 15th, 2012 Parents, Adult Children Need Open Dialogue Adult children and their parents struggle to communicate about retirement planning, providing care for elderly parents and inheritance strategies.
The Markets November 14th, 2012 TDFs Not Well Understood Only 16% of consumers surveyed by LIMRA said they are familiar with target-date funds (TDFs).
Compliance November 14th, 2012 Settlement Resolves DOL’s Madoff Suit A $220 million settlement agreement resolves a lawsuit brought by the Department of Labor against four investment management firms.
In Practice November 14th, 2012 What Drives Adviser Productivity? The economics of financial advisory distribution face numerous challenges, but pockets of opportunity remain, a survey found.
Products November 14th, 2012 Focus Financial Unveils Planning Resource Focus Financial Partners LLC launches industry-wide succession planning solution.
Products November 12th, 2012 Pioneer Launches Educational Program An adviser-focused program for volatility management, income generation and perspectives on the market (VIP) was unveiled by Pioneer Investments.
Data & Research November 12th, 2012 One-Third Unsure of Ability to Retire Nearly one-third of adults do not know if they will be able to retire or do not believe they will be able to retire.
Data & Research November 9th, 2012 Participant Behavior Unchanged by Fee Disclosure Few defined contribution (DC) plan participants have changed their behavior based on fee disclosure information they have received.
The Markets November 9th, 2012 Milliman Reports October Drop in Pension Funding October’s $45 billion funded status decline pushed pension deficit to $498 billion, according to Milliman’s Pension Funding Index.
Data & Research November 9th, 2012 Asset Managers Eye Portfolio Specialists Hiring portfolio specialists is a growing trend within the asset management industry.
Products November 8th, 2012 Nepsis Adds Lincoln Trust 401(k) Platform Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.
The Markets November 8th, 2012 Fidelity 401(k) Balances Reach Highest Level New data from Fidelity Investments indicates 401(k) participants are getting the message about saving more and diversifying.
Deals & People November 7th, 2012 Financial Engines Names President Financial Engines promoted Larry Raffone to president.
Products November 7th, 2012 Passive Mutual Fund Assets Increase 95% Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.
Products November 7th, 2012 Retiremap Plan Education Tool Launched Boulevard R’s Retiremap was developed to help employers and plan sponsors with retirement plan education.
Data & Research November 6th, 2012 Standard of Living May Not Be Sustainable The National Retirement Risk Index (NRRI) shows that more than half of households may be unable to maintain their standard of living in retirement.
Products November 6th, 2012 Charles Schwab Expands Mobile Suite The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.