Fiduciary Solutions

News and Events

Recently published

The Convergence of Value and Growth

Both funmdamental and quantitative investors argue that the spread beetween value and growth stocks is at all-time highs. Depending on the reference frame, either growth stodks are overhyped or the value stocks lag...but which one? forbes.com

Parental Guidance May Be Just What the Doctor Ordered

Tayfun Icten, Director of Mutual Fund Research, shares views on retirement readiness has not been effectively delivered to the majority of retirement plans on forbes.com

Are You an Average Investor?

Tayfun Icten, Director of Mutual Fund Research, shares views on the importance of understanding target date funds on forbes.com

The Promise and Peril of Target Date Funds

Tayfun Icten shares views on target date fund due diligence on forbes.com

 

Mesirow Financial Offers Fiduciary Automation Service Technology (Mesirow Financial FAST®) to Assist Broker-Dealers with Fiduciary Programs

CHICAGO, June 26, 2019 – Mesirow Financial announces a technology and fiduciary automation solution for broker-dealers to assist with their fiduciary management. Cetera® Financial Group has signed on to become the initial partner. Launched in response to the needs of the broker-dealer community, Mesirow Financial Fiduciary Automation Service Technology (Mesirow Financial FAST®) provides broker-dealers the same robust automation and compliance engine that Mesirow uses to service its own 3(21) and 3(38) outsourced fiduciary service clients.

This news has recently been posted by:

NAPA Partner Corner

Plan Sponsor

Plan Advisor

Financial Advisor

 

Read Cetera® Financial Group's press release

read more

Vincent Vicidomini Shares Insights on Best Practices for Retirement Plan Investment Array Finalization

Vincent Vicidomini, Senior Vice President with Mesirow Financial shared his insights into Investment array finalization best practices during the annual Conversion and Implementation Team Leader Roundtable hosted by EACH Enterprise, a two-day conference at Mesirow Financials’ headquarters in Chicago.

Fiduciary Solutions Shares Insights

Semi-Annual Retirement Advisor Council Conference

Vincent Vicidomini, a vice president with Mesirow Financial, shared his insights into how current market conditions are impacting QDIA investment selection options and trends in the 3(38) outsourced fiduciary space during a panel discussion at the Semi-Annual Retirement Advisor Council Conference in Phoenix, AZ. 

2018 Excel 401(k) Advisor Conference

Future Trends in Retirement Planning was a panel discussion at the 2018 Excel 401(k) Advisor Conference, where Vincent Vicidomini shared his insights into how recent trends in retirement planning may impact advisors, plan sponsors, and plan participants. The retirement world has been experiencing dramatic change over the past decade, with ever-evolving nuances that players in this marketplace must keep pace with to be able to continue to compete.

Advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA and SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2020, Mesirow Financial Holdings, Inc. All rights reserved.