Tag: Plan providers

The head of DCIO sales for Wells Fargo describes an encouraging trend in the way advisers are defining their value and assessing pricing that is fully rationalized and...

TRA Expands Mid-Atlantic Sales Consultant Team; Putnam Hires Consultant Relations Director; FinMason Collaborates with the Fintech Sandbox; and more.

As TIAA’s CEO for Institutional Financial Services reflects on the firm’s upcoming centennial anniversary, he’s confident Andrew Carnegie would be proud of where the company and its industry...

The companies hope to enable financial advisers to access retirement planning and wealth management tools on a single platform. 

Metlife Approves Brighthouse Spin Off; Marsh & McLennan Name CEO of Marsh; Wells Fargo Hires Head of Portfolio Solutions; and more.

Dietrich & Associates has joined the BDO Alliance; Pentegra Hires 403(b) Consultant; Strategic Retirement Partners Expands Northern California Team; and more.

According to plaintiffs, the plan’s small size and lack of expertise allowed Nationwide to assess an unreasonable asset-based fee for recordkeeping and administration. 

GFMA Announces New Executive Director; T. Rowe Price Adds Executives to Institutional Business Development; Capview Partners Welcomes Managing Director & Head of Client Relations; and more.

Texas TRS CIO Steps Down; Ibis Capital Expands Retirement Plan Services; HD Vest Hires Chief Investment Strategist; and more.

Research by Charles Schwab finds majority of employees would engage with a financial wellness program if offered one, and employers are taking note. 

As a result of the acquisition, Ascensus will serve approximately 50,000 retirement plans.

Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more. 

Betterment Expands Board of Advisors; Northern Trust Hires Two for Taft-Hartley Business; SSGA Names Head of Americas Institutional Partnership Sales; and more.

Plan sponsors can provide participants with a variety of tools to help them determine whether they are on the right track to retire on time.

In April, a federal judge found First Bankers Trust Services Inc. liable for causing an ESOP to overpay for shares of the company’s stock.

The firm says surveys of employers, employees, third-party administrators, and financial advisers informed its digital enhancements.

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

InTrust Fiduciary Joins CAPTRUST; Nuveen Expands DCIO Business; Stadion Names Chief Business Development Officer; and more.