Advisors, Plan Sponsors Out of Sync in DC Plan Space
By Bernice NapachWells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
July 18, 2017
TD Ameritrade Emphasizes ‘NextGen’ Commitment With New Exec-Level PositionTD Ameritrade named Kate Healy as Managing Director of Generation Next and announced its NextGen scholarship winners.
July 17, 2017
Markup of Anti-DOL Fiduciary Rule Bill Set for WednesdayThe Education and Workforce Committee will mark up the Affordable Retirement Advice for Savers Act.
July 17, 2017
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio ProductsAlso, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
July 17, 2017
Bond ETFs Are Hotter Than They’ve Ever BeenInflows are rising along with the proliferation of new fixed income ETFs, including smart beta funds.
July 14, 2017
How RIAs Are Growing Assets as More Clients Withdraw ThemJon Beatty of Schwab Advisor Services tells ThinkAdvisor what sets the fastest growing firms apart.
July 13, 2017
4 Ways to Keep More ClientsThe battle for client retention is won, or lost, within the first two years of bringing them on.
July 12, 2017
Fidelity Is Said to Dismiss Hundreds of Workers, Axios ReportsFidelity declined to comment on the report by Axios, which was founded by former Politico veterans Jim VandeHei, CEO, and reporter Mike Allen.