News

Sifma panel on robos: Build, buy or rent?

Advisers have several options when it comes to robo-advice

Max Viscio 20 April, 2018

New York Life hires Hartford Funds’ distribution chief

Jac McLean will join the firm as head of US distribution in June

Julie Mansmann 19 April, 2018

SEC proposes new best interest standard

The best interest proposal could supplant the DOL’s embattled fiduciary standard

Jason Bisnoff 19 April, 2018

Calvert recruits Hermes to expand engagement overseas

London-based group will provide Eaton Vance subsidiary with engagement, consultation and reporting services

Julie Mansmann 19 April, 2018

Ivy Distributors names president, again

Industry and firm veteran fills the role held by Nikki Newton

Noah Zuss 19 April, 2018

OCIE raps advisers on overcharges

OCIE outlined common missteps to encourage firms to review billing procedures

Stan Wilson 19 April, 2018

Legg Mason hires former Pru exec to boost retail sales

Rodney Allain named head of retail sales desk, biz dev channel

Julie Mansmann 18 April, 2018

NAPA panel: Adviser ESG knowledge key to survival

Advisers have an opportunity to become a knowledgeable resource for participants and plan sponsors

Noah Zuss 18 April, 2018

Loomis names ESG chief in engagement, integration drive

ESG director values flexible process where managers can disagree with ratings

Dervedia Thomas 18 April, 2018

SEC questions bond ETF liquidity

Brett Redfearn says 75% of fixed income ETF transactions involve 10 vehicles

Stan Wilson 18 April, 2018




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