Financial Research Corporation

• 

  Pershing to Offer 529 College Savings Plans

  By Joyce Hanson, AdvisorOne  |  June 7, 2012

  The new 529 college savings plan is designed to help advisors overcome the hurdle of managing college savings outside their clients' portfolios.

• 

  New Hire Roundup: Oliner, Kleinke Join AEI; Bozek Advances at Prudential

  By Marlene Y. Satter, AdvisorOne  |  February 2, 2012

  This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.

• 

  Sponsors Limit Target Date Fund Picks: FRC Study

  By Marlene Y. Satter, AdvisorOne  |  August 10, 2011

  Although an entire series of target date funds may be marketed to retirement plan sponsors, they may decide to choose only a few funds out of the series, according to a new analysis of 401(k) recordkeeper platforms by the Financial Research Corporation

• 

  Regulatory Pressure Stresses DC Plans' Revenue

  By Danielle Andrus, AdvisorOne  |  July 6, 2011

  Retirement plan providers’ revenues are being stressed by intense scrutiny from regulators and legislators, a report released Wednesday by the Financial Research Corp. found.

• 

  FRC Says $45 Billion Flowed Into Equity, Fixed Income Mutual Funds in April

  By Janet Levaux, AdvisorOne  |  June 3, 2011

  May ETF outflows, however, were $1 billion, according to IndexUniverse.

• 

  New Hire Roundup: FAA Leaders Move, FRC Names Jenkins, Meyer Goes to Merk

  By Marlene Y. Satter, AdvisorOne  |  June 2, 2011

  This week in new hires, Financial Advisers of America named new top officers from within the company, and two firms brought on Fidelity veterans.

• 

  New Hire Roundup: FAA Top Leaders Move, FRC Names Jenkins, Meyer Goes to Merk

  By Marlene Y. Satter, AdvisorOne  |  June 2, 2011

  This week in new hires, Financial Advisers of America named new top officers from within the company, and two firms brought on Fidelity veterans.

• Research Groups Post Latest Data, Trends

  By Janet Levaux, AdvisorOne  |  June 1, 2011

• 

  Wirehouse Model ‘Strikes Back,’ Says FRC Analyst

  By Janet Levaux, AdvisorOne  |  May 20, 2011

  When it comes to gathering, managing and holding assets, the four wirehouse firms are “striking back,” against a bearish mentality, according to Robert Martorana, the author of a recent FRC study on the four largest broker-dealers.

• 

  Top Fund Families See Slight Shift

  By Janet Levaux, AdvisorOne  |  May 11, 2011

  Some fund families are moving into or close to the top-10 list, such as Dimensional Fund Advisors and J.P. Morgan Asset Management.