Tag: Practice management

Despite worries over budget gridlock and the impending deadline of the fiscal cliff, institutional investment managers surveyed were mostly staying the course.

Human resources consultant Findley Davies Inc. has acquired the assets of Columbus Retirement Administrators.

Market76 rolled out the latest version of its adviser customer relationship management (CRM) platform, which fine-tunes mobility, data analytics and optimization, and collaboration.

Managed volatility investment strategies are emerging as a solution for investors looking to protect against future stock market losses, Strategic Insight’s research found.

Mesirow Financial rolled out a series of model portfolios on the Mid Atlantic Trust Company (MATC) ModelxChange platform.

On a steady course of expansion, CAPTRUST Financial Advisors in Raleigh, North Carolina, has acquired Freedom One Financial Group in Clarkston, Michigan.

Recordkeeper search activity is expected to increase; however, most requests for proposals (RFPs) will only serve to benchmark pricing, according to Cerulli.

Strong client service, a useful website and recognizable brand are the most important factors for advisers when choosing an asset manager.

Employees are often struck with inertia when it comes to their 401(k) plans.

Rising equity markets and falling liabilities combined to push the funded status of the typical U.S. corporate pension plan into positive territory in 2012.

BCG Securities unveiled a newly designed website for plan sponsor clients.

Corporate pension plan funding levels took a modest dip in 2012, keeping most plans considerably underfunded.

A new blog shines a light on the weekly strategy meetings of J.P. Morgan Asset Management’s global fixed-income, currency and commodity group.

 Europe, China and the U.S. must overcome hurdles to keep the global economic recovery intact.  

Pension Benefit Guaranty Corporation (PBGC) Director Joshua Gotbaum says some multiemployer plans could use more help to remain solvent.

Evercore Wealth Management LLC announced the completion of its acquisition of Mt. Eden Investment Advisors in San Francisco.

Shifting sales strategies cause asset managers to focus on value-add programs, research found.

Of concern is whether individuals’ ability to make good financial decisions will deteriorate as they age.

Assets in 529 savings plans were an estimated $163.7 billion as of the third quarter of 2012, according to Financial Research Corporation.

Total U.S. retirement assets reached $19.4 trillion in third-quarter 2012, according to the Investment Company Institute (ICI).