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Fidelity Sticks with Controversial Ads
TIAA-CREF has agreed to pull a controversial ad urging federal employees to roll over their assets, but Fidelity refusals to halt a similar ad.
Natixis Hires Head of New Retirement Initiative
Natixis Global Associates (NGA) named Tracey Flaherty to spearhead retirement efforts aimed at the financial adviser marketplace.
Otto Launches New RIA
Al Otto, who recently departed White Horse Advisors, has launched a new firm.
Schwab Names Bettinger as CEO
The Charles Schwab Corporation has tapped Walter W. Bettinger II as its new CEO effective October 1, the company said.
Perspective: Staying on Top of 2008 Plan Changes
The new year ushered in some important provisions that directly affect qualified retirement plans.
Lundquist to Head RIA Channel of JPMorgan
JPMorgan Funds, the U.S. mutual fund business of JPMorgan Asset Management, announced the appointment of Steve Lundquist as head of the registered investment advisor (RIA) channel.
Wilmington Trust to Acquire UBS Fiduciary Trust Company
Wilmington Trust has made another big retirement plan services acquisition.
Fidelity Taps Wilens for Head of Asset Management
Fidelity Investments turned to Thomson Reuters executive Michael E. Wilens to fill the new position of head of asset management.
New Putnam CEO Has 'Winning' on His Mind
Putnam President and CEO Robert J. “Bob″ Reynolds said in a conference call he approaches his new role with one thought in mind: “winning.″
Ueland Pushed Out at Russell in Executive Shakeup
Russell Investments tapped board member John Schlifske as its new president and CEO after former head Craig Ueland stepped down from the post, the company said.
Schroders Seeks to Expand North American Institutional, Intermediary Business
Schroders announced two new hires as part of the firm's expansion of its subadvisory, broker/dealer, financial adviser, and defined contribution investment-only (DCIO) distributions.
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Pacific Life Names Morris Chairman of Board
James T. Morris, president and CEO of Pacific Life Insurance Company, will now serve as chairman of the board for both parent companies of Pacific Life.
Advisers Want More Focus on Them
AssetMark was the number one rated asset management firm for focusing on advisers, in a recent survey of adviser attitudes toward firms in their client portfolios.
Cohen&Steers and ALPS Introduce Real Estate ETF
ALPS Holdings, Inc., and Cohen&Steers launched a global real estate exchange-traded fund (ETF).
Great-West Announces Retirement Services Promotions
Charles P. Nelson was appointed President of Great-West Retirement Services.
F-Squared Investments Introduces SMA with $15k Minimum
F-Squared Investments, LLC, will introduce a separately managed account (SMA) dubbed the Individually Managed Account (IMA).
CitiStreet Sold to ING for $900 Million
After months of rumors about being 'shopped,' CitiStreet has been sold to ING Group.
State Street Names Hooley President and COO
State Street Corporation announced that its board of directors has appointed Jay Hooley as president and chief operating officer.