Articles tagged "Scott Pritchard"
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TD Ameritrade launches a 'Goldilocks' 401(k) approach aimed at competing with big wolves -- like Fidelity and Schwab
The turnkey RIA service seeks the middle ground between set-and-forget target date funds and the crazy complexity of building a 401(k) practice
January 31, 2014 at 5:42 PM
Why the industry needs to accept some blame for 'flaws' in PBS Frontline's 'Retirement Gamble'
The PBS report was slanted, simplistic and went in for shock value, say critics, but some in the industry say too-high fees are in fact the root of the problem
May 15, 2013 at 3:09 AM
The PBS 'Frontline' 401(k) documentary names suspects but leaves out major culprits of the theft of the American retirement
Wall Street charges excessive hidden fees, but it's all within the bounds that the system allows
May 8, 2013 at 6:20 AM
Why 408(b)(2) is a flop for the 401(k) business and how RIAs can turn it around
The disclosure requirement sat around so long that workarounds got developed and employers got comfortable in the boiling water
April 10, 2013 at 5:23 PM
How a $12 billion RIA grew to $20 billion in less than a year by raiding 401(k) accounts from legacy players
Randy Long boasted that he'd pick off the big boys' clients and came through with the help of a crack team of 12 young turks
September 26, 2012 at 3:48 AM
Why brokers from Nationwide, LPL, Merrill Lynch and others are giving RIAs a cut of their 401(k) action
RIAs and brokers alike are wary of the fox-in-hen-house effect but DOL is creating strange bedfellows
May 29, 2012 at 3:46 PM
How giant advice provider Financial Engines can sweep the 401(k) field -- or not
It has $53.7 billion of assets under its managed account platform, but how the new DOL disclosure rules, competition from Morningstar and Schwab's bet on GuidedChoice play out will be very telling
May 22, 2012 at 3:41 AM
DFA takes on life cycle funds by putting an alternative offering in the hands of 401(k)-minded advisors
Managed DC is the first in a series of such products, hints David Booth, but a critic says the premise on which they're built is all wrong
April 20, 2012 at 5:50 AM
Buckingham expedites turnkey 401(k) strategy by buying a fellow DFA TAMP
Competitors for advisors' business (like that little company, Fidelity) aren't sitting still as demand surges
January 5, 2011 at 2:47 PM
What the confidential documents uncovered by Reuters say about Fidelity's future in the 401(k) business
A rare glimpse at the 401(k) giant's client tally shows slippage among big customers but its 401(k) business may be finding increased traction with advisors
July 8, 2010 at 6:58 AM
What Cogent's new study says about where RIAs stand in the 401(k) business
Brokers still dominate most segments but RIAs do well with bigger plans, results of two surveys show
June 17, 2010 at 4:44 AM
RIAs are starting to create their own 401(k) companies as alternatives to John Hancock and The Principal
Capital Directions is building a TAMP for advisors that want to get into the 401(k) business
