Mike Alfred

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  Top 20 ETFs Held in 401(k) Plans: BrightScope

  By John Sullivan, AdvisorOne  |  June 14, 2011

  Brightscope, the investment research firm, said the information was gleaned from 50,000 plans, representing 90% of all 401(k) assets and tallied by the total number of plans in which the ETFs were offered.

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  Schwab Bets Big on 401(k)s Packed With ETFs

  By John Sullivan, AdvisorOne  |  June 1, 2011

  Jim McCool, Charles Schwab's executive vice president of institutional business, made waves at an asset-management conference in March when he announced that the brokerage firm soon would offer 401(k) retirement plans stuffed solely with exchange-traded funds.

• BrightScope to Compete With SEC, FINRA on Advisor Background Checks

  By John Sullivan, AdvisorOne  |  April 26, 2011

  FINRA is ‘notoriously bad’ at utilizing data it collects, says BrightScope's CEO.

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  Best Law Firm 401(k) Plans: BrightScope

  By Kathleen McBride, AdvisorOne  |  February 22, 2011

  With higher average 401(k) account balances than average companies, law firm participants have ‘more to lose when a plan is not efficiently managed.’

• Former Fidelity Exec Joins BrightScope’s Advisory Board

  By Kathleen McBride, AdvisorOne  |  January 5, 2011

  Scott David to help ‘open doors’ for the 401(k) analytics and rankings firm.

• Stephen Covey Opens Independent Fiduciary Symposium Emphasizing Trust

  By Kathleen McBride, AdvisorOne  |  May 26, 2010

  It was a refreshing change to see Stephen Covey speak in an intimate setting in a room with about 45 people as he kicked off the Independent Fiduciary Symposium on Tuesday, May 25.

• Independent Fiduciary Symposium Keynote Stephen Covey Talks Trust

  By Kathleen McBride, AdvisorOne  |  May 26, 2010

  Setting at Museum of American Finance almost steals the show.

• Who Sponsors the Top 401(k) Plans?

  By Kathleen McBride, AdvisorOne  |  December 9, 2009

  BrightScope rates the plans with $1 billion or more in assets.