Tag: Practice Mgmt

401(k) Rekon Opens AZ Location

401(k) Rekon, a Wilmington, North Carolina-based provider of adviser research and education, has opened an office near Phoenix, Arizona, the company announced.


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).

Filling in the Gaps

Look for these sponsor and participant services from recordkeepers

The Efficient Frontier

Advisers should consider these back-office support factors when evaluating broker/dealers

Tools of the Trade

The right software can making running your practice simple