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Articles tagged "SSgA"


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David Lau: The largest RIAs in the industry are beginning to utilize our technology.

Carson Group legal drama discovered by Omaha media with settlement still on table • DPL annuity sales top $3 billion milestone, two months ahead of schedule • Potomac gets serious about Seinfeld • SSGA raids Schwab for technology executive

Carson case develops • After taking 58 months to sell its first $1 billion of annuities, DPL did its third billion in six months • Potomac's Christopher Norton promises to show fun side of RIAs and thanks F-word (fiduciary) video ban • SSGA has a new COO.

July 19, 2024 at 4:34 AM

Gus Fleites: It is no longer possible for me to continue to represent the firm.

After a short engagement, Gus Fleites splits from his CEO spot with an Oregon 401(k) platform provider

Invest n Retire is shifting to pouring resources into technology right now after looking at a sales buildup that Fleites was expected to facilitate

April 23, 2012 at 3:46 AM

Gus Fleites: I was always left with an uneasy feeling.

Gus Fleites joins an Oregon venture with a plan to revolutionize the 401(k) business

The former president of State Street Global Advisors' fund business is joining Darwin Abrahamson at Invest n Retire to accelerate ETF proliferation in DC accounts

March 28, 2012 at 4:25 AM

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