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Mutual of Omaha to Ramp up Retirement Plan Unit
Mutual of Omaha has revealed plans to double the workforce at its recently acquired Retirement Marketing Solutions (RMS) subsidiary and to open an Omaha office for the new...
Two New PowerShares ETFs Come Online
Invesco PowerShares Capital Management LLC has announced the listing of two new exchange-traded funds.
State Street Names New SSgA Leader
State Street Corporation has named Scott Powers president and chief executive officer of State Street Global Advisors (SSgA), the company’s investment management arm.
Kim to Head Up NYLIM
New York Life Insurance Company says that John Y. Kim, 47, will join the company and head its investment management arm, New York Life Investment Management LLC (NYLIM).
investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
sales champ
Closing the Deal
The finals presentation is the end of one process and the beginning of another
practice management
Finding a Mate
Broker/dealers continue to add products and services to support the retirement plan adviser
cover story
Migrating Money
Capturing rollovers can be made easy with the help of a solutions provider
Zimpleman Expands Role at Principal
Larry D. Zimpleman will take on the new role of chief executive officer at the Principal Financial Group, effective May 1, 2008.
Bramlett to Lead BenefitStreet
Jerry Bramlett, founder/CEO of The 401(k) Company, has been named as President and Chief Executive Officer at San Ramon, California-based BenefitStreet, Inc.
investment-oriented
Measuring the Unmeasurable
Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?
retirement income
Funds Move to the Next Level
New mutual fund products aim to help investors in the decumulation phase
cover story
The World Turned Upside Down
The current turmoil threatens broker/dealers as more advisers think about going independent—when the market improves
MMC Turns to Duperreault as new CEO
Marsh&McLennan Companies, Inc. (MMC), whose insurance brokerage unit has undergone management changes in recent months, on Wednesday tapped Brian Duperreault as MMC’s new president and chief executive officer.
Transamerica Beefs Up TPA Servicing
Third Party Administrators (TPAs) now have a new, more efficient way of conducting business – and there are benefits for advisers, as well.