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Content tagged "Financial Engines"



Mike Alfred: The DC business isn't growing as fast. There aren't as many new plans and now there are assets leaving plans. So to me, this is a natural way to find more growth.

What exactly to make of the big robo-advice deal that, according to Reuters, Financial Engines and Wells Fargo are nearing
The pieces -- 401(k) pricing, DOL, Supreme Court and massive scale -- are all in place to make the Silicon Valley-San Francisco deal make sense, analysts say

Tuesday 5.26.15
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 »

Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.
41 shares
TD Ameritrade makes play to become top robo by 2016 with out-of-the-gate $100-million revenues -- albeit with some risk attached to the power play

Tom Gooley: You need to continue to evolve system and service platforms to make sure you're keeping up.
31 shares
LPL taps the man who saved Morgan Stanley's bacon to take service to a Schwab RIA-level echelon

David Benskin: Basically, I built 50 spreadsheets.
30 shares
How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs

James Osborne: I'm not management material.
8 shares
James Osborne makes a waiting list part of his new RIA's business model after 18 months -- with client care and mountain biking in mind

Sallie Krawcheck: We also didn't talk about my biggest asset -- which is me -- and if the market goes down, what are the chances of me keeping my job.
7 shares
At Morningstar, Sallie Krawcheck blasts her own [presumably ex-] financial advisor -- and herself


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