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Articles tagged "Mercer"


Cara Williams: We do really want to be relevant in the retail space.

Mercer finally makes its 25,000 investment strategies available to RIAs with HighTower as its first big client
Once institutional-only, the New York giant sees greener pastures on the lower (retail) alps of the investment business

Thursday 7.11.13
Amy Reynolds: Handing retirees a lump sum check and wishing them 'good luck' doesn't cut it.

10 essential steps that 401(k) plan sponsors need to take in 2013 to put clients on the right road to retirement
Developing white-label and spend-down strategies for all DC plans is important and carefully explained here

Wednesday 1.16.13
Victor Fetter will be the face of LPL's technological skunkworks in North Carolina

LPL poaches top Dell exec to rewire outsourcing and head hundreds in new technology 'town'
Victor Fetter is reporting directly to Mark Casady and will help hire 60 techies in the next 45 days

Friday 12.14.12
Steve Sansone: Advisors can differentiate themselves to decision makers and consequently be in a great position to take over a 401(k) plan.

How IRS rule changes may bring an obscure retirement plan into prominence
The number of cash balance plans, a boon to high-earners, are growing 20% annually versus three percent for 401(k) plans

Tuesday 10.16.12
Dean Cook: In the end it came down to Pershing and TD.

TD Ameritrade wins a $2.5-billion RIA custody client on the strength of its delivery of B-to-B capabilities using Orion, Veo and API
FTJ FundChoice took its assets from a bank in the name of efficiencies aimed at big growth

Wednesday 9.12.12
Robert Matthews: We look to most people as much like an RIA as a bank.

Bank founded by ex-Merrill chiefs spurs RIA arm to $3 billion after hiring a former Citi chief as CEO
Fieldpoint took off after hiring Robert Matthews who's attracted advisors from US Trust, Morgan Stanley Smith Barney, Goldman, Bank of America, JPMorgan and Wilmington Trust

Tuesday 5.29.12
Jeremy Norton: The burden falls squarely on advisors.

How RIAs can best pick alternative investments: Punt
This minefield is best left to experts with the right resources and expertise

Tuesday 8.16.11

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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.
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How 12(b)-1 fees and revenue sharing may be the real victims of Monday's 'narrow' Supreme Court ruling

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.
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What exactly to make of the big robo-advice deal that, according to Reuters, Financial Engines and Wells Fargo are nearing

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.
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Virtus bites bullets with F-Squared firing, Dorsey Wright hiring and an admission that it'll likely pay a $5-million-plus SEC settlement

Mike Foy: We call them self-directed. There's been blurring of the lines.
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JD Power crowns Schwab as tops for 'self-directed' investors for its ability to provide investors greater direction

Mark Hurley: You're not going to be dead when you sell your business.
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Mark Hurley's new report analyzes the pathology of the aging RIA and the illiquidity it exacts


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