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Recent News

Marsh & McLennan’s (MMC) Unit Buyout to Enhance Offerings

by Zacks Equity Research - Zacks Equity Research

Marsh & McLennan Companies, Inc. ‘s MMC subsidiary Marsh & McLennan Agency LLC (“MMA”) has reached an agreement to buy Centurion, which is located at Plymouth Meeting, PA. However, terms of this deal – expected to close in the second quarter of 2019 – were not disclosed.

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How Financial Pros Teach Their Own Kids About Money

by Christopher Carosa, CTFA - Fiduciary News

There was a famous ad that says: “When doctors feel rotten – this is what they do.” In other words, the best advice is the advice doctors give themselves – or their family. It stands to reason, then, that the best fiduciary advice is the fiduciary advice fiduciaries offer their own children. After all, aren’t […]

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Financial Times and the National Association of Plan Advisors Recognize Centurion Group as a Top DC Retirement Plan Advisor

by Centurion Group

Plymouth Meeting, PA – January 16, 2019 – Centurion Group, LLC today announces another year of industry awards. Kevin J. BroderickAIF® and James G. Hageney, PRP, AIF®, both Managing Partners, and Gene R. Weber, AIF® have been recognized by the Financial Times (FT) as Top Retirement Advisors and the National Association of Plan Advisors (NAPA) […]

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Will 401k Plan Sponsors Fall for These Over-Hyped Topics?

by Christopher Carosa, CTFA - Fiduciary News

You’ve probably read dozens of stories on these topics. Or maybe just the headlines. Either way, you’ve seen these words and phrases ad nauseum over the past year or so. In fact, they’ve been repeated so often, it’s easy to understand how they may now be treated as solid axioms rather than merely loose conjecture. […]

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A Fiduciary Focus: 5 Steps 401k Plan Sponsors Should Resolve to Take in 2019

by Christopher Carosa - Fiduciary News

A new world of fiduciary is upon us. This cannot be denied. What does this mean for 401k plan sponsors and the financial professionals that serve them? How should this new fiduciary atmosphere change their focus? In many ways, 401k plan sponsors might be surprised to discover the path has never been clearer In fact, […]

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401(k) advisory firms creating in-house financial wellness programs

by Greg Iacurci - Investment News

Large retirement-plan advisory shops are increasingly adopting their own in-house financial wellness programs as they look to capitalize on an emerging area of client demand, battle ongoing fee compression and try to stand out in a market that’s commoditized traditional service offerings.

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