Investment advice

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  1. Lawsuit against Financial Engines a red flag for plan executives

    trueGRQ Investment Management filed a lawsuit Aug. 8 against Financial Engines and Financial Engines Advisors in U.S. District Court claiming Financial Engines infringed on a pair of patents belonging to GRQ.

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  1. DOL fiduciary rule delayed until 2015

    trueA proposed rule updating the definition of a fiduciary will not come out in 2014, according to the Department of Labor regulatory agenda published May 23 in the Federal Register.

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  2. Building Portfolios For Long-Term Growth

    trueAndrew Euretig, Associate Portfolio Manager of the Artisan Non-U.S. Growth Strategy, describes how the investment team identifies companies poised for future earnings growth.

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  3. Real Estate Investing

    trueThree seasoned investment professionals debated the best approaches to real estate investment for institutional investors, provided insight into some of their best ideas for 2014 and beyond, and considered where new opportunities are developing.

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  4. Tennessee in hunt for third-party administrator for 3 plans

    trueTennessee Department of the Treasury, Nashville, is searching for a third-party administrator for the state's 457 and 401(k) plans, and 529 college savings plan.

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  5. Florida names finalists for 401(a) financial education, advice

    trueFlorida State Board of Administration named Ernst & Young Investment Advisers, Financial Engines Advisors and Financial Soundings Investment Advisor as finalists in a search for financial education and advice services to participants of the $7.4 billion Florida Retirement System 401(a) investment ...

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  6. Financial Engines picks executive VP of distribution, institutional sales

    truePaul Gamble was named executive vice president of distribution and institutional sales at Financial Engines.

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  7. Western States Insulators & Allied Workers goes with MassMutual - Pensions & Investments

    trueWestern States Insulators & Allied Workers Individual Account Plan hired Massachusetts Mutual Life Insurance to provide record keeping and educational services.

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  8. P&I / Rocaton Defined Contribution Survey, part 2

     

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  9. Gwinnett County in hunt for investment advice provider

    trueGwinnett County Retirement Plans Management Committee is searching for an investment advice provider for its combined $196 million 457 and 401(a) plans.

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  10. DOL issues final rule on 401(k) investment advice exemptions

     

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  11. A little help here: Advice aids DC participants’ returns

     

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  12. Borzi says investment advice regs coming soon

     

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  13. Schwab: About 8 of 10 participants can get advice

     

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