Search results for: ceo of posit
DALBAR Gives AXIS Platform Seal of Approval
DALBAR Inc., which provides evaluation and accreditation of retirement plan service providers, has rendered a positive opinion on the methodologies used by the AXIS Retirement Analytics Platform.
Independent Financial Partners Hires Recruiting Director
Independent Financial Partners (IFP), a hybrid registered investment advisory (RIA), has hired Louis Hanna as its new director of recruiting.
Software Firm Says It Is Ready to Disrupt DC Industry
Software developer NextCapital Group says it is building digital portfolio management and advice delivery tools that have the potential to reshape the defined contribution (DC) retirement plan industry.
Industry Leaders Share Thoughts About ERISA
Forty years ago on September 2, in response to failing companies resulting in workers losing pensions, sweeping legislation designed to protect workers from losing their earned retirement income...
Editor’s Letter
Staying True to “The Three F’s”
When I speak with advisers and others in the industry about the value retirement plan advisers bring to their clients, in the last few years the conversation has...
Investors Want Smarter Volatility Management
Taught by experience how quickly stock-market volatility can destroy wealth, investors have gained a healthy appetite for risk management solutions, says Adrian Banner, CEO and CIO of INTECH.
Poor Communication Dents Profitability
Failure to communicate effectively with clients and their families will likely damage a financial adviser’s long-term business success, according to the Financial Planning Association (FPA).
Advisers Predict a Red Senate, Strong Growth
Two-thirds of independent financial advisers believe Republicans will gain control of the U.S. Senate in November, according to a new Financial Services Institute (FSI) poll.
London Stock Exchange Group to Acquire Russell
The London Stock Exchange Group (LSEG) announced its proposed acquisition of the Frank Russell Company from Northwestern Mutual and other, minority shareholders.
BPV Creates Chief Distribution Officer Role
Francis (Frank) M. Gregory III was appointed to the new position of chief distribution officer at BPV Capital Management.
Genstar Capital Acquires Asset International
Asset International, the parent company of PLANSPONSOR and PLANADVISER, has been acquired by middle market private equity firm Genstar Capital.
Diversity Can Benefit Investment Committees
Plan investment committees could benefit from a greater diversity in membership, says a new paper from Vanguard.
BPV Capital Names Chief Financial Officer
Craig Davis was appointed chief financial officer (CFO), a newly created position, at BPV Capital Management.
Look Out, Retirement, the Boomers Are Coming
Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.
IRI Names VP of Research and Outreach
Frank O’Connor joined the Insured Retirement Institute (IRI) as vice president of research and outreach.
Reforming Social Security to Increase Retirement Income
Witnesses at a Senate hearing discussed Social Security reforms that could boost potential retirement income for workers.