Deadline for Undoing IRA Conversions Approaching Fast
The deadline for “recharacterization” of assets that were moved from one form of an IRA to the other is Oct. 15.
New Hire Roundup: Putnam Names Gould Head of Institutional Management
In another personnel move, Mariner Wealth Advisors has added ex-NFL quarterback Mark Vlasic as a senior wealth advisor.
Great-West Names President of New Retirement Group
Edmund F. Murphy III to tackle the U.S. retirement savings challenge as president of one of the largest providers in the U.S. defined contribution market.
New Hire Roundup: AIG Advisor Group Names Couch EVP of National Sales
Also in new hires, Atlanta-based Wealth & Pension Services Group has hired James Larson II as head of its new office in South Florida.
Is Private Equity Wrong for Retirement Funds?
Questions are raised about opacity, risk and the often enormous fees guaranteed to fund managers no matter how they perform.
6 Top Mobile Websites for Investors: Dalbar
Investors who can't get needed information on their phones may decamp to rival firms. Here are six financial firms with a standout mobile experience.
At Summit, Envestnet Unveils Education Portal for Advisors, Upgrade for Tamarac
Portal uses content from Vanguard, Putnam, Russell and Brinker; tech upgrade meant to enhance current client experience and help attract the "next generations of investors."
3 Tools to Build and Protect Retirement Income
Three leading investment managers discussed ways to plan for and protect retirement income at the Envestnet Advisor Summit.
Putnam’s Reynolds: Better Times Call for Active Management
“We’re entering a period where active management can really add premium,” Bob Reynolds said at the Envestnet conference.
At Envestnet’s Advisor Summit, It’s All About Innovation
With a jump in attendance this year, annual event in Chicago will welcome 800 advisors and speakers from Putnam’s Bob Reynolds to Wired’s Chris Anderson.