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Caribou Coffee Company, Inc. has selected Indianapolis, IN-based McCready and Keene, an actuarial and retirement benefits consulting firm, as the exclusive service provider for its 401(k) plan, which currently has 6,000 employees and more than $7.5 million in assets, which transferred on March 1.

Citi Private Bank has hired Robert “Todd” Martin from Wells Fargo to serve as managing director and ultra high net worth private banker in Houston.

The Investment Management Consultants Association has hired Jim Dobbs as director of education following his six-year stint as a certification consultant and program director for its Certified Private Wealth Advisor certification program.

Loomis, Sayles & Company has hired Jeffrey Schwartz to serve as the new co-manager of the firm’s small and mid-cap core strategies, including the Loomis Sayles Small Cap Value Fund.

Advisory firms should be aware of changes coming to all Facebook’s brand pages on March 30. New functionality should make the pages even more engaging.

The SEC's Office of Compliance Inspections and its Division of Enforcement are getting 'increasingly collaborative.' That may be turning routine exams into launchpads for enforcement actions.

The SEC’s 
Office of Compliance Inspections and its Division of Enforcement are getting ‘increasingly collaborative.’ That may be turning routine exams into launchpads for enforcement actions.

Some seniors paid extra for riders that no longer applied because of their age, FINRA says.

The findings provide several opportunities for planners to build trust in their business models. Hint: Find an academic to support points you’re trying to get across to clients.

Market Vectors, the exchange-traded product arm of Van Eck Global, is tapping into the resilience of Indonesia’s economy by launching a fund focusing on the country’s small cap equity sector.

The average federal tax refund will be nearly $3,000. What will Americans do with the money? Biggest answer: spend it.

Kitces is co-author of The Annuity Advisor, and is a contributor to Financial Planning magazine, as well as a string of major consumer publications.

Chairman and CEO of Fulton Financial, R. Scott Smith Jr., will retire at the end of the year. E. Philip Wenger, president and COO, will succeed him, effective Jan. 1, 2013.

PIMCO and the Vanguard Group received the highest favorable ratings from prospective institutional investors among leading asset managers, according to a new study released by Cogent Research.

Third-party administrator CPI Qualified Plan Consultants, Inc. has added the Alta Trust Tactical Advantage collective investment trust funds to its retirement plan platform.

The two mutual funds, Emerald Growth Fund and Emerald Banking & Finance Fund, are being transferred from the Forward Funds to Leola, PA-based Emerald Mutual Fund Advisers Trust. The Trust is a wholly-owned subsidiary of Emerald Advisers, Inc.

Deutsche Bank’s Management Board is expanding the Group Executive Committee from 12 to 18 members, effective June 1.

Great-West Retirement Services has appointed Carey Lindsey as regional sales director for Houston.

Progressive companies say benefits help retain employees, increase employee productivity, and help attract talent, according to survey results.

A growing number of U.S. cities are choosing to fund essential services like public safety and garbage collection over making payments on their outstanding debt, as rising costs and falling revenue deplete their budgets.