- Wish List for Advisors. VERES, BOB // Financial Planning;Oct2013, Vol. 43 Issue 10, p29
The author discusses improvements he would like to see in the U.S. financial planning industry and the overall financial services industry. He suggests that the U.S. Securities and Exchange Commission (SEC) develop regulatory oversight regarding conflicts of interest that a company will follow...
- Means-testing is already posing misselling threat. Salmon, James // Money Marketing;2/15/2007, p24
The article reports that various financial industry commentators in Great Britain fear a substantial number of people on low incomes enrolled into pension personal accounts will find 40 percent of their savings lost through means-tested benefits. Malcolm Small, managing director of Lyncombe...
- 'DB liabilities are stifling shares'. Salmon, James // Money Marketing;5/25/2006, p25
The article reports on the results of a survey conducted by Aon Consulting which indicates development regarding the effects of the defined-benefit pension scheme. Several companies stated that the increasing cost of funding the scheme is adversely affecting their share price. They are concerned...
- Growth managers, high yield take top prizes. Kovaleski, Dave // Pensions & Investments;7/21/2003, Vol. 31 Issue 15, p18
Growth managers have taken six of the top 10 equity spots in 'Pensions & Investments' newspaper's quarterly survey of the top-performing mutual funds most used in defined contribution plans. But while growth equity was dominant, a value fund, the Legg Mason Value Trust, managed by William...
- THE FEELING'S MUTUAL. Cramer, James J. // New York;01/22/2001, Vol. 34 Issue 3, p37
Recommends several mutual fund managers and investment advisers based in the United States who are tasked to organize stock trading for customers. Bill Miller of the Legg Mason Value Trust; Richie Freeman from Smith Barney Aggressive Growth; Elizabeth Bramwell of Bramwell Growth.
- In mapping plan offerings, sponsors seek out familiarity. Jacobius, Arleen // Pensions & Investments;9/20/1999, Vol. 27 Issue 19, p28
Reports that United States plan sponsors continue to turn to their defined benefit plan money managers when searching for a defined contribution service provider. Example of Thomson Corp.'s selection of Barclays Global Investors; Slowed growth of mutual funds in 401(k) plans.
- Match of the day. Phillipps, James // Money Marketing;1/6/2005, p16
This article informs that lower projected returns from equities and increased awareness of the potential frailties of defined-benefit pension schemes is leading many fund managers to place greater emphasis on liability management when considering their investment strategies. The difficulty in...
- Plan sponsors grilling mutual fund firms. Feinberg, Phyllis // Pensions & Investments;1/10/2005, Vol. 33 Issue 1, p2
The article reports that executives at many defined contribution plans, wary of the scandals that have rocked the mutual fund industry, are putting their providers under a microscope to ensure they are untainted. One plan--the$ 1.9 billion Maryland Supplemental Retirement Agency, Baltimore,...
- Georgia City Plan Launches Searches. Lewis, Jakema // Investment Management Weekly;2/27/2006, Vol. 19 Issue 8, p2
Reports on the search by the City of Macon in Georgia for an investment consultant for its $63 million defined benefit plan. Qualifications for potential candidates; List of duties of the hired firm.