The DC market is strong and growing on its surface, with positive net sales for the majority of firms surveyed, but considerable turmoil lurking just underneath, according to Hearts... Read More
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BY NAPA Net Staff | 11/3/2015
BlackRock has launched a new platform aimed at helping advisors close the retirement income gap. According to a Nov. 2 announcement from the firm, the new iRetire™ platform reframes the retirement... Read More
BY NAPA Net Staff | 10/28/2015
Fidelity’s Clearing... Read More
BY NAPA Net Staff | 10/28/2015
Professionals in the financial services industry can now overcome their compliance fears about social media by enrolling in the Mastering Compliance online course by Sheri Fitts, CEO of ShoeFitts... Read More
BY Fred Barstein | 10/26/2015
Quietly and thoughtfully, Alerus Retirement Solutions, an affiliate of Alerus Financial Corp., a North Dakota based bank, has become a national DC record keeper, boosting its assets to $23 billion... Read More
BY Fred Barstein | 10/26/2015
Though TDFs still have a long runway, everyone knows that eventually we should be able to use readily available participant data and technology to create customized managed investments. To that end,... Read More
BY NAPA Net Staff | 10/22/2015
For plan participants who want to lock down a guaranteed amount of income before retirement, the Principal Financial Group® has created Principal Pension Builder, an option that allows a deferred... Read More
BY NAPA Net Staff | 10/19/2015
vWise Inc., announced Oct. 19 that VMAX SmartPlan, its proprietary digital retirement plan engagement software platform, is helping record keepers and TPAs deliver comprehensive information to plan... Read More
BY Thomas Rowley | 10/12/2015
Remember life before the “undo” key on your keyboard? Depending on your age, you may recall the circular pink typewriter eraser attached to a brush so you could sweep off the rubber dust. Or the next... Read More
BY NAPA Net Staff | 10/9/2015
The bidding is apparently over, and private equity firm TA Associates has agreed to acquire the Russell Investments asset management businesses from the London Stock Exchange Group for $1.15 billion... Read More
BY NAPA Net Staff | 10/8/2015
T. Rowe Price has launched its new Retirement I Funds, a series of target date funds for retirement plans and other institutional investors with lower shareholder servicing costs. The 13 new... Read More
BY Fred Barstein | 10/7/2015
BlackRock is doubling down on the DC market with the appointment of Sean Murray as head of DCIO sales. Murray will report to Managing Director Ralph Haberli. Though Murray's position was reported as... Read More
BY John Ortman | 10/2/2015
The Pension Resource Institute has launched a fiduciary education program to help advisors respond to plan sponsors’ growing focus on regulatory compliance.The firm’s new Governance-Model... Read More
BY John Ortman | 9/30/2015
OneAmerica announced Sept. 30 that it has completed its acquisition of BMO Financial Group’s U.S. retirement services business, consisting of more than 200 professionals serving approximately 830... Read More
BY NAPA Net Staff | 9/28/2015
MassMutual has teamed up with Envestnet Retirement Solutions, LLC (ERS) to introduce RetireSmartSM Ready Managed Path managed accounts providing personalized, professionally managed investment... Read More
BY NAPA Net Staff | 9/25/2015
In the latest consolidation move among record keepers, Mercer has announced a “strategic alliance” with Transamerica whereby Transamerica will acquire Mercer’s U.S. defined contribution... Read More
BY NAPA Net Staff | 9/21/2015
Pershing LLC, a BNY Mellon company, has added four third-party model providers to its Retirement Plan Network, the company announced Sept. 22: 3D Asset Management Efficient Market Advisors... Read More
BY NAPA Net Staff | 9/14/2015
Pentegra Retirement Services has introduced the “Pentegra Distribution Path,” a new online report that sets forth practices to help promote successful retirement outcomes with a focus on decumulation... Read More
BY NAPA Net Staff | 9/10/2015
GRP Advisor Alliance has added six advisory firms, the group announced on Sept. 9. With the additions, GRP’s total number of assets represented stands at more than $56B from 200 advisors serving... Read More
BY Fred Barstein | 9/9/2015
Will the pending DOL fiduciary rule hamper financial services firms’ ability to calm nervous investors during market volatility like we experienced last month? As reported in The Wall Street Journal... Read More
BY NAPA Net Staff | 8/31/2015
OppenheimerFunds announced the launch of a new brand campaign Sept. 1. According to a news release, the “Invest in a Beautiful World” campaign will bring to life the firm’s investment philosophy and... Read More
BY Fred Barstein | 8/28/2015
Further evidence that the use of robo-advice has gone mainstream: the recent acquisition of Future Advisor by BlackRock. What’s behind the decision? With just $600 million of assets, Future Advisor... Read More
BY NAPA Net Staff | 8/25/2015
On Thursday, Sept. 10, July Business Services will host a full-day event with national speakers sharing best practices and insight on how advisors can grow their business in the competitive... Read More
BY NAPA Net Staff | 8/24/2015
Guardian Retirement Solutions™ has added 15 new investment options to its lineup of retirement products, the firm announced Aug. 24. The additions include offerings from new fund families such as... Read More
BY NAPA Net Staff | 8/20/2015
In what has long been a male-dominated profession, a growing number of women are today making significant contributions to this field. In order to both highlight those contributions, and to... Read More
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