BNY Mellon has reached an agreement to acquire Cutwater Asset Management, a fixed income and solutions specialist with a 20-year track record and approximately $23 billion in assets under management... Read More
Advertisement
Managing a Practice
BY NAPA Net Staff | 10/13/2014
A new survey suggests that concerns about health care and health care costs will continue to weigh on retirement security. In the Cigna study, 75% of respondents believe health costs for preventive... Read More
BY Fred Barstein | 10/13/2014
As the debate rages over whether the U.S. retirement system is broken or just needs some repair to keep up with changing times and demographics, The New York Times compared it with the Dutch pension... Read More
BY Jon Vogler | 10/11/2014
Regulatory highlights on the Department of Labor front: • Trade groups representing both service providers and plan sponsors contend that the proposal issued earlier this year requiring a... Read More
BY NAPA Net Staff | 10/10/2014
John Hancock Investments has announced immediate expense reductions of 20 to 26 BPs across its top-performing suite of Retirement Living Portfolios, providing significant cost savings for... Read More
BY NAPA Net Staff | 10/10/2014
How many American workers are covered by a retirement plan? It depends on how you look at it. For example, according to a recent analysis by the Investment Company Institute (ICI), nearly two-thirds... Read More
BY Nevin E. Adams, JD | 10/10/2014
As you head out on your next road trip — or that daily commute — you might want to keep an eye in that rearview mirror. You may have heard about the recent insure.com survey... Read More
BY Matt Iverson | 10/10/2014
Signaling an opportunity for retirement plan advisors, an August 2014 Cerulli report listed helping employees with personal budgeting as the top driver of an appropriate deferral rate. While the... Read More
BY Fred Barstein | 10/9/2014
Last year, financial advisory firms performed well overall, but larger firms and top solo firms outshined the rest, InvestmentNews’ “2014 Financial Performance of Advisory Firms”... Read More
BY Nevin E. Adams, JD | 10/9/2014
A new study says that it’s lack of awareness, not lack of interest, that is fueling the advice industry’s talent shortage among Millennials. According to Fidelity Investments’... Read More
BY NAPA Net Staff | 10/8/2014
Almost six in 10 (57%) small business owners believe employees have what they need to protect their health and income; however, only 35% believe their employees are saving enough for a comfortable... Read More
BY Nevin E. Adams, JD | 10/7/2014
Differences in workforce composition — not costs — appear to be a primary driver of the lower rate at which small employers sponsor retirement plans, according to a new report from the... Read More
BY NAPA Net Staff | 10/6/2014
Most Millennials are seeking financial advice — but the way it’s delivered matters, according to a new survey. The majority of respondents (55%) to TIAA-CREF’s annual “Gen Y... Read More
BY NAPA Net Staff | 10/6/2014
The number of private sector DC plans and participants continues to expand, while DB plans distributed more than they took in, according to just-published statistics from the Department of... Read More
BY Fred Barstein | 10/6/2014
It's common for professionals to not take their own professional advice. So when it comes to preparing for retirement, especially succession planning, it's not surprising that as few as 1% of... Read More
BY NAPA Net Staff | 10/6/2014
Voya Investment Management has named Michael A. Bell its new chief financial officer, replacing Daniel Wilcox, who will be retiring at the end of the year after more than 30 years with Voya... Read More
BY NAPA Net Staff | 10/6/2014
Charles Schwab has launched a new share class for their passive Schwab Indexed Retirement Trust (SIRT) Funds, featuring a 0.08% expense ratio and a $100-million minimum investment. The... Read More
BY NAPA Net Staff | 10/3/2014
NFP Advisor Services has added Sawchuk & Langenstein Wealth Strategies to its platform. Based in Troy, Mich., Sawchuk & Langenstein specializes in financial planning and investment... Read More
BY NAPA Net Staff | 10/3/2014
Participant balances lost a little ground in September, according to the Employee Benefit Research Institute (EBRI). For individuals in the EBRI/ICI database during that month, the average... Read More
BY Nevin E. Adams, JD | 10/3/2014
“At the end of the day,” are you tired of finding people “out of pocket” when you’re trying to “circle back” and have a “dynamic,” “forward... Read More
BY NAPA Net Staff | 10/2/2014
A new program from ShoeFitts Marketing will provide advisors with both the content and technical know-how to implement consistent retirement plan marketing each and every month. Created by... Read More
BY NAPA Net Staff | 10/1/2014
A new survey examines the career paths of independent registered investment advisors (RIAs) and the attributes of the profession that attract talent into its ranks. The Schwab RIA Talent Study... Read More
BY Fred Barstein | 9/30/2014
Though markets averaged a 7.45% return from 2004-2012, unfunded liability of public pension funds tripled — to just under $2 trillion — over that same period, according to a... Read More
BY NAPA Net Staff | 9/30/2014
Millennials, famous for being more risk-adverse than Baby Boomer investors, are no longer so hesitant about investing. Having experienced the first positive markets of their adult lifetime,... Read More
BY Nevin E. Adams, JD | 9/29/2014
If you work with a plan in, or with certain connections to, the state of Florida, you may have a compliance problem with your plan loans. An update from Bryan Cave, LLP notes that under its... Read More
Recent Comments