Tag: Practice management

Bob Carlson, Richard Shearer and Paul Villanova have joined the registered investments external wholesaling team at Symetra Life Insurance Co. in the Midwest and Southeast.

An exhaustive search found no evidence to support the idea that aging Baby Boomers are crowding out younger workers from the work force.

More than one-third (37%) of adults would like a professional to help them manage retirement accounts but do not think they have sufficient investments.

The aggregate deficit in pension plans sponsored by S&P 1500 companies decreased $38 billion during September, to $593 billion, according to figures from Mercer.

Participants in 401(k) plans prefer more proactive steps to increase their retirement readiness rather than historical transactions on their account statements, a study found.

 The Taylor Xplor Managed Futures Strategy Fund was unveiled by Taylor Alternative Mutual Funds, providers of alternative investment strategies. 

Vanguard announced new benchmark indices for 22 of its index funds.

 Increasing distribution costs and adviser movement in the asset management industry are causing asset managers to look more closely for growth opportunities. 

Schwab Intelligent Technologies and Salentica Inc. have integrated Salentica Advisor Desk with Schwab OpenView Gateway after a successful pilot program this summer.

BMO Global Asset Management introduced the BMO Low Volatility Equity Fund, designed to provide long-term returns comparable to U.S. large cap stocks but with less volatility.

Golden Retirement LLC’s Savings2Income program (S21) aims to address the needs of Baby Boomers planning for retirement with a combination of tax strategies and annuities.

The 401K Coach released the Fiduciary Advisor’s Rollover Toolkit to provide a solution and formal process for financial advisers to offer rollover IRA services.

The Merrill Lynch Affluent Insights Survey found families cautiously optimistic and regaining control of their financial lives.

With the expansion of its Class I Shares lineup to 21 funds, OppenheimerFunds aims to provide greater transparency into defined contribution (DC) plan fees.

 Fewer American families are participating in a retirement plan at work, but more of those with a plan are in a 401(k), a report found.  

Third-party administrator Trinity Pension Consultants released the Cash Balance (CB) Navigator mobile application, enabling advisers to generate a client’s maximum annual contribution amount.

SunGard released a new version of its Omni Web Solution for defined contribution and defined benefit plan participants, plan sponsors and customer representatives.

North American investor confidence continued to decline this month, according to State Street Global Markets.

LPL Financial LLC added two portfolios from LPL Financial Research and two managed alternative investment portfolios from Fortigent to its Model Wealth Portfolios (MWP) platform.

Three in four U.S. institutional investors (74%) have changed their approach to risk management over the past five years.