Search results for: ceo of posit

Technology can replicate the value of a good assistant.

The push for establishing mandatory access to workplace retirement savings provides important insights into the path advocacy groups must take to influence national retirement policy.

Archford Capital Strategies launched an FDIC-insured, bank-issued, principal-protected investment to help employee stock ownership plans (ESOPs) match future repurchase obligations.

J. Scott Davison will begin serving as chief executive officer for the companies of OneAmerica on April 1.

How much do you really know about successful networking at events?

Judging whether conflict of interest rules permit an adviser to recommend rollovers—under both current law and the pending fiduciary redefinition—hinges on three important considerations.

Participants might respond better to education if it’s more like a game, says Chris Whitlow of edu(k)ate, an app developer that delivers gameified financial literacy.

It’s a phenomenon unique to the retirement planning advice industry that even those participants who make good investment decisions often don’t know they’re making good decisions.

Pensionmark Retirement Group recently launched its Employer Document Vault, an enterprise-level document storage system that can manage thousands of client records and millions of documents.

The overwhelming majority of clients feel their advisers are serving their best interests and meeting fiduciary responsibilities, according to research from the Insured Retirement Institute (IRI).

National Financial Partners Corp., known as NFP, acquired the San Diego-based Washington Wealth Management LLC.

The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.

Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.

The Department of Labor (DOL) is seeking to recover pension plan assets, of behalf of participants, from a construction company based in Radford, Virginia.

CEFEX designations are gaining more widespread adoption, and some say the certification process yields valuable insights about their own firms.

A joint survey from four retirement industry advocacy groups, released as part of America Saves Week, finds improving macroeconomic conditions haven’t reversed widespread savings challenges.