Latest News

Investment Managers

August 18, 2017

Retirement Industry People Moves

Student Loan Genius Names New CEO; Cammack Retirement Hires Consultant; Mercer Advisors to Acquire Blue Moon Wealth Advisory; and more.

August 11, 2017

Retirement Industry People Moves

Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.

August 02, 2017

More Advisers May Be Forced to Use Model Portfolios

Most executives interviewed by Cerulli believe that home-office discretion will increase as “underperforming advisers are identified and persuaded to use portfolios created by the headquarters consulting group.”

July 25, 2017

Investment Manager Changes on the Horizon for Plan Sponsors

The majority of plan sponsors overseeing the investment menus in their 401(k) plans neither actively engage with nor actively seek information about investment managers on a regular basis; they look to plan advisers and consultants to do that.

July 25, 2017

Strategic Beta ETFs: Active or Passive?

Nearly two-thirds of ETF issuers claim to position strategic beta as a replacement for passive ETFs, but nearly two-thirds of advisers who are using strategic beta report replacing active mutual funds.

July 21, 2017

Retirement Industry People Moves

Nationwide Expands Asset Strategies Team; Northern Trust Collaborates with GuideStone Funds; Mercer Names Head of Mercer Digital; and more.

July 14, 2017

Retirement Industry People Moves

TRA Expands Mid-Atlantic Sales Consultant Team; Putnam Hires Consultant Relations Director; FinMason Collaborates with the Fintech Sandbox; and more.

July 12, 2017

CITs and Custom TDFs Shine in Mega Market

New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs.

July 07, 2017

Retirement Industry People Moves

Metlife Approves Brighthouse Spin Off; Marsh & McLennan Name CEO of Marsh; Wells Fargo Hires Head of Portfolio Solutions; and more.