Tag: Providers

Multi-Asset Fund Research Recommends More Focused Benchmarks

Respondents to a recent survey broadly use multiple benchmarks and measures to assess multi-asset fund performance, with around three selected on average; this runs the risk of investors losing sight of the primary goal, potentially leading to disappointment.

Retirement Industry People Moves

T. Rowe Price brings in new head of CEDT Innovation Center; USI Consulting hires assistant vice president of retirement services; StoneStreet rebrands as its services are expanded; and more.

Retirement Industry People Moves

AndCo Consulting adds three to Pittsburgh consulting team; Franklin Templeton hires head of client investment solutions; Millennium acquires Inspira and ABG; and more. 

Morningstar Offers Analysis of HSA Providers

Morningstar evaluated the plans through two different lenses: one, as an investment vehicle to save for future medical expenses, the other as a spending vehicle to cover current medical costs.

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.