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Content tagged "Financial Engines"



Jeffrey Maggioncalda: I think it becomes harder and harder for a product solution to replicate this holistic service solution that we put into the marketplace.

Financial Engines more than doubles its share price by defining a niche in the 401(k) market between target date funds and RIAs
Wall Street is seeing things Jeff Maggioncalda's way for now, as new DOL regs make plan sponsors more certain they want participants advised inexpensively but not cheaply

Tuesday 10.1.13
Scott Hanson: We think this is the biggest thing we’ve done.

New RIA with familiar faces gets running start at putting advisors into the 401(k) driver's seat
Two financial entrepreneurs have 50 firms on board; the idea is for Pathway Strategic Advisors to take the fiduciary burden off of advisors who handle 401(k) assets for clients

Thursday 2.21.13
Phyllis Borzi is poised to continue her mission of protecting 401(k) investors in 2013: "The laws need to keep up."

10 most influential individuals in the 401(k) industry affecting RIAs in 2012, Part 2
Executives and lawmakers are leading the charge on a fast-shifting landscape as retirement funds gain increasing importance to an aging US population

Friday 1.4.13
Anne Tuttle:  We’re happy to see more information provided to sponsors.

How giant advice provider Financial Engines can sweep the 401(k) field -- or not
It has $53.7 billion of assets under its managed account platform, but how the new DOL disclosure rules, competition from Morningstar and Schwab's bet on GuidedChoice play out will be very telling

Tuesday 5.22.12
Walter Bettinger, Schwab's CEO, is high on ETF-infused 401(k)s combined with independent advice

What to make of yesterday's Wall Street Journal report on Schwab's 401(k) 'bet'
RIAs favor WSJ's suggestion that Financial Engines is getting a close look as an outsourced 401(k) advice provider

Thursday 6.2.11
Larry Goldbrum: (DOL's proposed rules) will have a significant chilling and negative effect on the retirement plan community.

DOL's proposal puts the screws to legacy 401(k) providers
As SPARK, SIFMA, others cry foul at yesterday's hearing, RIAs may be sitting pretty with the right fiduciary framework in place

Wednesday 3.2.11

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Most Emailed Stories »

Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.
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Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above

Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.
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Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

The forecast for the 401(k) business is bright and foggy.
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What exactly is doable for an RIA in the 401(k) business?

No rumor: Bill Van Law announces that Raymond James-affiliated RIAs will have access to Hearsay Social.
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Ray-Jay RIA event produces how-I-did-it talks from four high-achieving RIAs

David Stofer: At SageView I had to sell and service clients....I want to be a consultant.
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How Mariner Holdings is angling to become a $3-billion 401(k) company overnight by co-opting a local SageView office


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