Wilshire Associates

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  94% of Pension Plans Underfunded: Wilshire

  By John Sullivan, AdvisorOne  |  April 11, 2013

  A low-interest-rate environment is wreaking havoc with corporate defined benefit plans.

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  New Hire Roundup: U.S. Bank Names Jeppson CIO of Private Client Group

  By Marlene Y. Satter, AdvisorOne  |  October 3, 2012

  This week in new hires, Mary Martuscelli joined The Private Client Reserve as west region president, and Moss Adams announced a transition in leadership.

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  New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles

  By Marlene Y. Satter, AdvisorOne  |  September 20, 2012

  This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.

• Four Reasons REITs Belong in Retirement Portfolios

  By Michael R. Grupe, NAREIT  |  August 23, 2012

  The U.S. economy slowed in the first half of 2012 and is delivering only tepid growth.

• The Power of Data Aggregation

  By Kathleen McBride, AdvisorOne  |  November 18, 2010

  Advisors can view whole households--in realtime--and grow their asset base.

• Cetera Financial Adding Managers, Re-Grouping FAs

  By Janet Levaux, AdvisorOne  |  October 1, 2010

  Cetera Financial Group, the former ING Advisors Network, is hiring more executives for its wealth-management team. Alex Kaye, formerly of Wilshire Associates and UBS, is...

• Cetera, Former ING Advisor Group, Adds to Exec Team

  By Janet Levaux, AdvisorOne  |  September 9, 2010

  Cetera Financial Group, the former ING Advisors Network, said Tuesday, September 7, that it hired two more executives for its wealth-management team.

• Former ING Advisor Group Adds to Exec Team

  By Janet Levaux, AdvisorOne  |  September 9, 2010

  As Cetera Financial Group adds managers, including recruiters, it may also shed advisors to focus on high-performing FAs.

• Roll Reversal

  By James Picerno  |  October 1, 2007

  Strategic-minded investors have discovered (some might say rediscovered) commodities as an asset class in the 21st century. But the recent surge of interest in raw...

• VC the Hard Way

  By James Picerno  |  November 1, 2006

  "I spend 90 percent of my time on 5 percent of my clients' portfolios," says Dale Stevens, president of Grasswood Partners Inc., a Malibu, Calif....