New Hire Roundup: Beale, Kayajanian Join Security Benefit; DOL Picks New ERISA Council Members
This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.
Advisors Expect Strong Growth in Return on Assets in 2013: Russell Survey
Advisors will focus on clients approaching retirement to boost ROA growth.
Top Portfolio Products: Schwab Launches ETF Website
Russell introduces a new strategic-call overwriting fund, and Focus Financial rolls out succession-planning tool.
New Retirement Pro Emerges From Altered Landscape
How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.
4 Easy Steps for Investors on Retirement Planning: Russell’s Tim Noonan
Noonan and his Capital Markets Insights colleague Sophie Gilbert offer four steps for advisors to help their clients become more engaged in retirement planning.
How to Stop Clients From Being Hijacked by Fear: Noonan
In his talk, “Disengagement: Creating the Future You Fear,” Tim Noonan of Russell Investments observed that lack of engagement in retirement planning is leading people toward the very financial insecurity they dread.
Top 10 Biggest ETF Sponsors
As the Morningstar ETF Invest conference rolled along, a Cerulli report listed the biggest ETFs and also showed that new entrants into the market had a tough slog.
Russell Pulls Plug on 25 ETFs
Russell Investments is liquidating 25 equity index ETFs with around $310 million in assets.
How John Bogle Really Sees ETFs
The investment visionary, long a skeptic of exchange-traded funds, gives his candid assessment of the fast-growing field.
John Bogle, Fahlund, Noonan Among Headliners at Retirement Income Symposium
Still as direct as ever at 83, Bogle sat down for an exclusive interview about his upcoming keynote at the fifth annual Retirement Income Symposium in Boston on Oct. 4 and 5.