Articles tagged "Fielding Miller"


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In red-hot 403(b) market, TIAA-CREF hires hundreds of advisors after RIAs, and Fidelity, pose new threats

RIAs angling for a bigger piece of 403(b) arena cause the giant firm to play defense in hopes of intercepting more rollover dollars of soon-to-be-retirees

December 3, 2013 — 11:41 PM UTC

Financial Engines more than doubles its share price by defining a niche in the 401(k) market between target date funds and RIAs

Wall Street is seeing things Jeff Maggioncalda's way for now, as new DOL regs make plan sponsors more certain they want participants advised inexpensively but not cheaply

October 1, 2013 — 5:12 AM UTC

A $103 billion AUA RIA storms TIAA-CREF's Northeast stronghold by poaching a hotshot from a $30-billion RIA in Greenwichland

CAPTRUST's 403(b) assets have jumped 60%, or nearly $5 billion, in AUA in one year and TIAA-CREF's $217 billion of 403(b) assets are still pretty untapped

September 16, 2013 — 5:36 AM UTC
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