Benefits brokers and consultants appear optimistic about the future of their firms and see a host of opportunities to provide increasing value to their clients, a MetLife survey...
Cerulli's upcoming report on the Defined Contribution Investment Only (DCIO) marketplace attributes the legacy of DCIO as a retail business on the fact that individual investors have largely...
Sixty percent of asset managers rely on their wholesalers to develop and manage their own business plans for their territories, according to kasina, but few firms provide the...
Mega defined contribution plan sponsors, whose plans have $500 million or more in assets, are focused on a unique set of factors when selecting a new asset manager...
While DCIO (Defined Contribution Investment-Only) assets continue to grow at a healthy pace, the industry is entering the early stages of maturity, according to a recently released study...
Panelists at the recent PLANSPONSOR National Conference all agreed that before doing a search for a new retirement plan provider, sponsors need to clearly define their goals.
Multiple employer plans (MEPs) can provide not only business growth for advisers, but can also help close the coverage gap in America, said Jim Kais, vice president and...
A recent report from Financial Research Corporation (FRC) reveals that sub-adviser firms polled say their primary source of manager search information is the manager itself.
Bank of America is hiring advisers to cater specifically to the “Preferred customer” segment of Bank of America’s client base - those with investable assets of $50,000 to...
In a Bank of America (BofA) Merrill Lynch Webcast focused on women and retirement, the idea was broached that women simply need to save more money than men...
A majority of investors do not understand the difference between suitability versus fiduciary standards, according to the J.D. Power and Associates 2011 U.S. Full Service Investor Satisfaction Study.
A survey from the Insured Retirement Institute (IRI), in partnership with Cerulli Associates, examined asset manager and insurer attitudes toward the future of the variable annuity industry.
Multiple employer plans (MEPs) offer great potential as a retirement savings option for small-business owners, says Transamerica Retirement Services, in a recently published white paper.
Institutional investors are taking more time to change investment managers or asset allocations than they did before the 2008 financial crisis, according to Mellon Transition Management (MTM).