Tag: Practice Mgmt

Federated Investors to Acquire RidgeWorth Assets

SunTrust Banks, Inc. announced it has reached a definitive agreement for Federated Investors, Inc. to acquire approximately $17 billion in managed liquidity assets of its RidgeWorth Capital Management subsidiary.

Custom TDFs the Prime DCIO Opportunity

Cerulli Associates contends the growth opportunity for defined contribution investment only (DCIO) asset managers lies within custom target-date funds built for large plans (those with between $100 million and $500 million) and mega plans (those with more than $500 million in assets under management).

Schwab Unveils Advisor University for RIAs

June 17, 2010 – Charles Schwab has launched Schwab Advisor University, an interactive online training program to help registered investment advisers (RIAs) improve operational productivity and performance.