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Articles tagged "Craig Watanabe"


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Catherine Golladay: People are more likely to engage in professional help if it is provided in a personalized one-on-one setting
September 29, 2010 at 4:13 AM

Scott Pritchard: As much as I’d like to say that Fidelity has lost their edge, I think this is just a reflection of the fact that a small percentage of plan sponsors have begun to recognize the value of working with independent RIAs.

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

Craig Watanabe: Adequately servicing 401k plans is a demanding endeavor and we will likely see retirement plan specialists gaining market share.

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

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