Wilshire Associates of Santa Monica has introduced a new software feature that allows plan sponsors to evaluate the relationship between the size of assets under management and the return for a given investment manager. Called "Asset Growth vs. Value-Added," it has been incorporated into the Wilshire Compass, software that helps investment executives determine asset allocation strategies, optimal manager allocations, and ideal managers for specific asset classes.
WTW Investments and SEI see enough of a market to develop private market offerings for U.S. defined contribution plans, such as 401(k) plans.
Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.
Lifetime medical costs and ACA marketplace premiums are skyrocketing. Here's how advisors are helping clients keep their retirements on track.
Brokerages are too dependent on the billions they make every year from clients' uninvested cash, industry analysts say. LPL is responding with a long-term review of its pricing.
Two presentations at The American College of Financial Services' CAAFP discussed how successful careers in the industry require both technical and emotional skills.
One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.
