Search results for: ceo of posit

Hearings before two House Financial Services subcommittees add more commentary to the debate about the DOL's proposed fiduciary rule.

More than a quarter are working with an adviser—a record high.

The agency hasn’t exactly dominated trade publication headlines in recent months, but it remains active on enforcement and rulemaking efforts that will impact retirement advisers.

Two-thirds of military members who work with an adviser are confident they will be able to retire comfortably.

Dallas Salisbury will leave EBRI after 37 years as CEO of the nonpartisan, nonprofit research institute.

They point out that volatility is the price investors pay for potential returns.

Symetra provides employee benefits, annuities and life insurance.

Show your clients the value of tackling employees’ money woes.

With Tuesday’s deadline to submit comment letters about the fiduciary proposal, announcements came from many organizations.

Eight comment letters to the DOL address SIFMA’s concerns about the fiduciary redefinition, including what it sees as an unfair position on commission-based accounts.

A paper studies just how financially literate LinkedIn users are, with the so-called Big Three literacy questions as their starting point.

Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?

Deep thinking about work flows and client segmentation is needed to surpass the $100 million mark in assets under advisement.

A poll of investment managers suggests “expertise,” “investment returns,” “thought leadership,” and “clearly articulated firm positioning” are each critical to a strong investment advisory brand.

The funds aim to provide returns in line with market indexes.

Though institutional investors expect a tail risk event, they lack the risk management strategies needed to prepare.

The Labor Department filed suit against a California-based manufacturer to recover millions of dollars for ESOP plan participants.

A panel of experts at PSNC 2015 urged plan sponsors and advisers to ask, what comes after “funds, fees and fiduciary?”