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Osaic Super OSJ Rolls Out Affiliation Model for Fee-Only RIAs

Rita Robbins sees an opportunity to bring Affiliated Advisors' service model to fee-only advisory firms bogged down in “the muddy middle.”

United kingdomAndrew blakeRaymond jamesRita robbinsEd swensenFidelity national financial servicesCerulli associatesAffiliated advisorsDynasty financial partnersNational financialAffiliated advisorCerulli edge

Alternatives Remain Off the Menu for 401(k) Plan Managers

401(k) plan managers face big obstacles to accessing alternative investments such as private equity, Cerulli survey shows.

Adam barnettCerulli associatesCerulli edgeProduct trendsEmployee retirement income security act

New Cerulli study sheds light on advisors going independent

New Cerulli study sheds light on advisors going independent
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Charles faillaSovereign financial groupCerulli edge

Gold standard drives Steward s growth

Jim Gold, chief executive at Steward Partners, says the wirehouses have lost the battle with registered investment advisors.

Jim goldSteward partnersCerulli edge

Edelman Financial Engines Appoints Megan Hanley as Chief Marketing Officer

Edelman Financial Engines Appoints Megan Hanley as Chief Marketing Officer
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

United statesMegan hanleyJay shahCerulli associates topDuke universityEdelman financial enginesUniversity of notre dameFinancial engines appoints megan hanleyChief marketingFinancial enginesChief marketing officerBusiness wireForge globalAchieve financialNotre dameDefined contribution

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