News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Invest n Retire"


Al Berkeley: I definitely would not have demanded payment if he had not told me someone else had [filed a demand].

Under the bankruptcy gun, Invest N Retire will sell its patented 401(k) technology to the highest bidder
The firm's patented technology received a surge of interest after Schwab pulled the trigger on a plan utilizing ETFs, Darwin Abrahamson says

Thursday 2.20.14
Steve Anderson: None of the consultants are utilizing our business model.

Schwab fesses up to Wall Street just how hard winning plan sponsors to its 401(k) ETF platform will be
Convincing plan sponsors and pension consultants to join a ETF paradigm shift to ETFs is a big ask, its executives tell Wall Street

Tuesday 2.18.14
Walt Bettinger: We expect that's a long-term play.

Why the whiff of another delay of Schwab's ETF-only 401(k) plan is drawing so much attention
As one snag follows another, the pressure builds on a signature Walt Bettinger effort, but some insiders call Schwab's pace and patience justified, even laudable

Tuesday 10.8.13
Walter Bettinger: The line of people who have expressed interest is long.

Technical challenges may push Schwab's ETF-only 401(k) plan schedule into 2014 -- deferring an intriguing financial clinical trial
The bad news for Bettinger: a few million more lines of code; The good news: Fidelity won't seek to capitalize on the extended deadline

Wednesday 10.3.12
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
Gus Fleites: It is no longer possible for me to continue to represent the firm.

After a short engagement, Gus Fleites splits from his CEO spot with an Oregon 401(k) platform provider
Invest n Retire is shifting to pouring resources into technology right now after looking at a sales buildup that Fleites was expected to facilitate

Monday 4.23.12
Gus Fleites: I was always left with an uneasy feeling.

Gus Fleites joins an Oregon venture with a plan to revolutionize the 401(k) business
The former president of State Street Global Advisors' fund business is joining Darwin Abrahamson at Invest n Retire to accelerate ETF proliferation in DC accounts

Wednesday 3.28.12

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2015


    May
    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Fred Reish: Participants will be able to sue for plans that were selected for inclusion in the plan more than six years ago but haven't been removed from the plan within the last six years.
74 shares
How 12(b)-1 fees and revenue sharing may be the real victims of Monday's 'narrow' Supreme Court ruling

Shirl Penney at home in Eastport, Maine: There's no question that this deal speaks to me.
35 shares
Why quiet co-breakaway of LPL and Ameriprise advisors in Downeast Maine speaks so loudly to Shirl Penney

Andy Putterman: They are likely unhappy.
19 shares
Gladstone commandeers the Four Seasons as Andy Putterman and Brian Hamburger command the buzz

Tom Dorsey specializes in point and figure charting, which was invented in the 1890s by Charles Henry Dow, founder of the Wall Street Journal and Dow Jones industrial average.
18 shares
Virtus bites bullets with F-Squared firing, Dorsey Wright hiring and an admission that it'll likely pay a $5-million-plus SEC settlement

Brad Matthews [r.] with Jason Novotny: I guarantee, I promise there will be a big institution [using Trizic] in the next 12 months.
16 shares
After Schwab robo launch, Trizic phones leap off the hook as Wall Street brokers and bankers come calling -- and VCs write checks


Get the RIABiz Today
Email Alert »