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.
Putnam’s Reynolds to Head Great-West Lifeco U.S.
Great West Lifeco announced Thursday that Robert Reynolds, president and CEO of Putnam Investments, was named president and CEO of Great-West Lifeco U.S.
6 Things Advisors Need to Know About Target-Date Funds
As TDFs get ever more popular, Putnam pinpoints crucial facts to understand before jumping in with both feet.
5 LinkedIn Privacy Tips Every Financial Advisor Should Know
LinkedIn is becoming an ever-more-powerful business tool. Here's how to protect your privacy while staying easily findable and growing your network.