CAPTRUST, an independent retirement plan advisory firms, has acquired Cambridge Financial Services, an institutional investment advisory firm in Greenwich, Connecticut.
Most employees accept responsibility for financing retirement and rely on 401(k)s to get there, but many lack confidence in their ability to manage their retirement accounts effectively.
The Dietrich Pension Risk Transfer Index, which tracks the relative attractiveness of annuitizing pension liabilities, slipped to 92.66 as of August 1.
High-net-worth investors at diverse income levels differ in a number of ways ranging from investment strategies to social media usage, according to the Spectrem Group.
A white paper from the hedge fund strategies group of Commonfund shows how hedge funds can be effective diversifiers and balance equity risk in portfolios.