Inexperienced Plan Sponsors Need a Little Love From Fund Websites
Fund firms managing employee retirement accounts make it needlessly difficult for plan sponsors to fulfill their fiduciary obligations, a new Dalbar study has found.
New Hire Roundup: Lincoln Financial Advisors Appoints Joseph Gaeckle
This week in new hires, Joseph Gaeckle was appointed managing principal at Lincoln Financial Advisors, and Jeff Conway was named to lead a data analytics group at State Street.
Top Portfolio Products: Goldman Rolls Out Global Bond Fund
FPA introduces no-load products, as Lincoln Financial launches a Treasury-indexed VA and ING U.S. brings out a new lifetime income annuity.
New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
New Hire Roundup: Mullis Joins Securities America; BlackRock’s New Strategist
This week in new hires, Michael Mullis became a registered rep with Securities America; BlackRock named Russ Koesterich its new chief investment strategist; and Michael Davis left EBSA for Prudential.
TDF Trends: Falling Fees, Blossoming Asset Diversity
BrightScope and Target Date Analytics recently released their newest study in the “Popping the Hood” series, providing a detailed analysis of TDFs and fund families.
Top Portfolio Products: New Corporate Bond ETF From iShares
Global X launches MLP ETF, and AdvisorShares plans Global Echo sustainable ETF launch in May.
Top 20 Companies for Annuity Sales
Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.
Top Compliance Concerns From RCA: Pay-to-Play, Form PF, Social Media
Fresh off starting their new positions at Regulatory Compliance Associates, Craig Moreshead and Lori Weston have zeroed in on three issues that should be on advisors’ radar screens.
Top Portfolio Products: E*Trade Launches Bond Center; Goldman Adds New Funds
The latest iShares debut, as well as details on a new REIT and the latest annuity introductions.