The needs of retired clients are substantially different from those who are still in the process of accumulating assets in anticipation of retirement. Advisers should compare a retired investor’s ...

Los Angeles, CA - July 28, 2008 – Interactive Data Corporation (NYSE: IDC) a leading provider of financial market data, analytics and related services, today announced that its Fixed Income Analytics ...

NEW YORK--(BUSINESS WIRE)-- John DeMairo, COO of Segal Advisors, Inc. has announced that Daniel F. Westerheide, Vice President and Consultant, was named Asset/Liability Modeling (ALM) Practice Leader.

“The COVID pandemic itself didn't fundamentally change how risk management for pension plans should be addressed, but it did confirm why it’s important to have a sound risk management framework,” said ...

BNY Mellon have formed a strategic alliance with Investor Analytics that it is adding liability modeling to its risk management solution for institutional clients. Recognizing the need to evaluate ...

R.V. Kuhns & Associates has hit the ground running after it landed a new public pension fund contract in the Midwest, according to Investment Management Mandate Pipeline. The Portland, Ore-based firm ...

This report is one of a series on the adjustments we make to GAAP data so we can measure shareholder value accurately. This report focuses on an adjustment we make to our calculation ofeconomic book ...

Robert DeChellis, the former president and chief strategist for Allianz Exchange, and Frank Porcelli, the former head of U.S. wealth advisory for BlackRock, have launched a wealth management firm and ...