LPL Financial is launching a new and improved mobile app with better access to financial and market data, along with a new secure messaging system for communicating with clients. The firm says the... Read More
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Service Providers
BY NAPA Net Staff | 1/23/2014
DailyAccess Corp. has been acquired by Verisight, Inc., forming one of the largest independent providers of retirement plan and benefit services in the nation. The acquisition was announced Jan. 23... Read More
BY Fred Barstein | 1/22/2014
In a move that no one saw coming, Mohamed El-Erian, Bill Gross’ heir apparent at PIMCO and the face of the company, abruptly announced his resignation Jan. 21 in the wake of tough times for the giant... Read More
BY NAPA Net Staff | 1/22/2014
Pimco has joined with London-based ETF provider Source UK Services to offer the first actively managed ETF focused on covered bonds. Kristion Mierau, head of Pimco’s European covered bond portfolio... Read More
BY Fred Barstein | 1/21/2014
What does it take to be a top DCIO provider? According to recently released brand equity research by Cogent involving plan advisors, having a strong retail brand is key, along with owning a record... Read More
BY NAPA Net Staff | 1/17/2014
MassMutual’s Retirement Services Division’s dedication to and experience in serving the retirement needs of the Taft-Hartley market for more than 40 years has helped the firm reach a new milestone.... Read More
BY NAPA Net Staff | 1/17/2014
To help their clients improve efficiency in complying with the DOL’s 2012 fee/service disclosure regulations affecting plan fiduciaries, Commonwealth has partnered with Castle Rock Innovations to... Read More
BY NAPA Net Staff | 1/17/2014
J.P. Morgan Asset Management had assets under management of $1.6 trillion as of Dec. 31, 2013, up 7% from the end of Q3 and 12% from Q4 2012. The asset gain was attributed to net inflows to long-term... Read More
BY NAPA Net Staff | 1/14/2014
RidgeWorth Investments has announced plans to grow their sales teams by 30% in response to growing demand from financial advisors and institutional investors for its investment products. "We're... Read More
BY John Ortman | 1/14/2014
ING U.S. announced details Jan. 13 of the firm’s transition to Voya Financial later this year. The various ING U.S. businesses and legal entities plan to complete their transition to Voya on the... Read More
BY NAPA Net Staff | 1/14/2014
MFS Investments is breaking new ground in the investment industry yet again. MFS, in partnership with State Street Global Advisors (SSgA), the second-largest ETF company, launched three actively... Read More
BY NAPA Net Staff | 1/10/2014
After putting together the first six principles of successfully managing retirement income, Thornburg adds a seventh: clients need a written plan to ensure that their strategies fit into a monthly... Read More
BY NAPA Net Staff | 1/10/2014
Broadridge Financial Solutions has announced that The Standard has selected Access Data, a Broadridge company, to provide DCIO reporting to fund partners offering products on The Standard's... Read More
BY NAPA Net Staff | 1/7/2014
Leveraging its global investment management capabilities, deep-rooted and experienced investment teams and 30-year history of alternative investing, Invesco is introducing six new liquid alternative... Read More
BY NAPA Net Staff | 1/6/2014
Michelle Borre and her investment analyst team have joined OppenheimerFunds’ global multi-asset group (GMAG). The GMAG works closely with portfolio managers and research analysts across Oppenheimer’s... Read More
BY John Ortman | 1/3/2014
The John Hancock Investor Sentiment Index moved upward slightly in the fourth quarter of 2013, from +20 to +22, as investors grew increasingly positive toward investing in equities. The Index ended... Read More
BY NAPA Net Staff | 1/2/2014
Wells Fargo advisors will have to generate more revenue or meet even higher targets in 2014 to receive the same return revenue they did in 2013, InvestmentNews reports. On the other hand, they will... Read More
BY John Ortman | 12/30/2013
Bouyed by the post-crisis bull market, brand preference among advisors and some tweaks made along the way, things are starting to look up for American Funds, InvestmentNews reported recently.In the... Read More
BY NAPA Net Staff | 12/30/2013
With the help of Wilmington Trust, Fielding Miller and his team at CapTrust are launching their own collective funds. CapTrust bought Freedom One Financial Group last year and is essentially... Read More
BY NAPA Net Staff | 12/27/2013
Allianz Global Investors recently announced a new initiative, the PlanSuccess Recordkeeper Evaluation Program, that grades DC record keepers on their ability to upgrade plan design based on best... Read More
BY NAPA Net Staff | 12/23/2013
The Principal Financial Group has streamlined the process of changing retirement plan providers with dedicated support — a single, secure storage location for documents and eSignature capabilities.... Read More
BY NAPA Net Staff | 12/20/2013
Fidelity Investments recently released it 2014 global investment outlook for 10 major equity sectors. Several of the investment themes highlighted in the report cut across multiple sectors, including... Read More
BY Fred Barstein | 12/19/2013
The DC industry has been waiting to see if Bill Chetney, EVP at LPL’s Retirement Partner Group, would remain at the firm when his deal ended this year as part of the acquisition of NRP three years... Read More
BY NAPA Net Staff | 12/19/2013
Arthur P. Steinmetz was named CEO at OppenheimerFunds, effective July 1, 2014, confirmed spokeswoman Kaitlyn Downing. He will replace William F. Glavin Jr., who will remain with the firm as chairman... Read More
BY John Ortman | 12/17/2013
The voting for NAPA’s list of top DC wholesalers will end this Friday, Dec. 20! Please take the opportunity to support your local wholesaler by voting here — or you can simply email us (jmckibben@... Read More
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