Income Uncertainty Makes Women More Risk Averse
But when they work with an adviser, they understand the importance of more aggressive investing.
Tag: Advisers
Advisers Find New Ways to Deliver Active Management
Cerulli’s research shows more than half of advisers create customized investment portfolios on a client-by-client basis, while 42% start with investment models and alter on a client-by-client basis.
Merger of CAPTRUST Firms Highlights Industry Change
The acquisition of CapTrust by CAPTRUST fits the pattern of the 26 acquisitions the firm has conducted in the last decade.
Retirement Industry People Moves
DWC ERISA Consultants rebrands; VALIC names VP of Business Development; Ascensus to acquire Benefits of Missouri; and more.
Advisers Responding to Plan Sponsor Demands
More advisers are offering services pertaining to financial wellness and HSAs.
Scrutinizing Plan Fees Can Save Plan Sponsors and Participants Money
One adviser explains that if a plan has $1 million in assets, even a single basis point reduction in fees among 20 participants can, on average, save each participant $5 a year.
Retirement Industry People Moves
The Standard names
Retirement Plan Services VP; Wells Fargo hires head of Portfolio Solutions; Cafaro Greenleaf expands Retirement Plans team; and more.
Retirement Industry People Moves
Pentegra hires 403(b) consultant; Ascensus acquires
Retirement Plan Administrative Service; Voya hires 401(k) leader; and more.
Retirement Industry People Moves
Voya Financial hired leader of Retirement Product Organization; Lincoln Financial names head of Product Management; HSA Bank announces new leadership appointments; and more.
Retirement Industry People Moves
Texas TRS CIO steps down; Heffernan Financial
Services expands adviser team; Todd Organization hires partner for executive benefits consulting; and more.
Retirement Industry People Moves
VMS selects Ascensus as recordkeeper; KeyBank to acquire
Morningstar’s HelloWallet; Natixis adds retirement exec to support TDFs; and more.
Retirement Industry People Moves
Guardian Financial Partners opens in Orange
County; Transamerica names regional vice president for Retirement Plans; Josh Cohen will
join PGIM as head of Institutional Defined Contribution; and more.
Retirement Industry People Moves
Northern Trust hires two for Taft-Hartley business; MassMutual rebrands; Bank of America Merrill Lynch expands retirement business; and more.
Retirement Industry People Moves
Hueler & NISA collaborate with focus on retirement income; United Financial NW joins PlanMember Securities Corporation; Industry vet returns to SSGA to lead DC business; and more.
Retirement Industry People Moves
Segal Group names Chief Actuary; PSCA names Executive
Director; Former BlackRock Exec launches Retirement Readiness firm; and more.
Retirement Industry People Moves
Willis Towers Watson expands Manager Research team; MassMutual appoints head of Strategy & Corporate
Development; Mercer names Central market DC segment leader; and more.
Retirement Industry People Moves
Segal names Public Sector Market director; Securian expands retirement business; Lockton opens new office; and more.
Retirement Industry People Moves
Arnerich Massena promotes two consultants, and Sikich to acquire Evolution Retirement Services.
Retirement Industry People Moves
Milliman hires Employee Benefits senior consultant; USI
Insurance acquires Carolina First Associates; Westminster
Consulting hires senior consultant; and more.
Retirement Industry People Moves
HealthSavings
Administrators appoints industry vets to national sales team; The
Standard hires plan consultant; American Benefits
Council names new board leader; and more.