Arnerich Massena has recently been awarded with an Attestation of Competency (certification) of NIST compliance, a status indicating that the firm meets the highest standards of data and technology security. The requirements for NIST certification are extremely stringent, and we are proud to be able to showcase the security work that our technology team has done.
David Vaughan, the firm’s director of technology, answers a few questions below about what NIST certification is and what it means for our clients. Read more
At Arnerich Massena, we are proud that we have always been ahead of the curve on this issue, acknowledging fiduciary status and offering independent, unbiased advice to retirement plans.
The Department of Labor’s fiduciary rule, finalized in April of 2016, was set to go into effect in April 2017, with some regulations effective January 1, 2018. But a Presidential Memorandum issued on February 3, 2017 may delay or even halt the regulation. The memorandum directs the Department of Labor to conduct a comprehensive analysis of the impact of the rule. If the “updated economic and legal analysis” determines that the rule is likely to harm investors or adversely affect Americans’ ability to gain access to financial advice, the DOL is instructed to publish for notice and comment a proposed rule rescinding or revising the fiduciary rule. The memorandum does not explicitly order a delay in the rule’s implementation, but it’s very possible that the review and analysis may require a delay. Read more
“More than ever, solving challenging issues requires honest and active collaboration,” states the welcome letter of the Winter Innovation Summit, sponsored by the Sorenson Impact Center and attended this year by Ryland Moore, director of business development. This event focuses on how the public, nonprofit, and private sectors can effect change together. Attended by thought leaders and policymakers from corporations, nonprofits, and academia, the event features discussions on topics ranging from criminal justice reform to the environment. Read more
What are some of the key issues and trends retirement plan sponsors should consider when crafting the investment line-up of the future? If you haven’t had a chance to view it yet, take a few minutes to view this short video interview, in which Arnerich Massena consultant Ryan Cunningham, CAIA, discusses the answer to this question with Alison Cooke-Mintzer, editor of PlanSponsor Magazine. Read more
Arnerich Massena’s fourth quarter 2016 WebReport Market Update is available for viewing. In this WebReport, senior research analyst Arthur Coyne, CFA, provides a recap of the fourth quarter of 2016, covering domestic and global economic trends and events. Read more
The American Lung Association hosted its Fight for Air Climb Portland on January 22, 2017. The event helps to raise awareness for the millions of Americans who suffer from lung disease and to fundraise for the cause. Participants hiked up the stairs of the U.S. Bancorp Tower, all 40 flights, some people as many as five times! Arnerich Massena employees Deana Sweeney and Dann Horowitz joined the “vertical foot race.” Read more
Clients, employees, and friends of the firm all gathered on the evening of Tuesday, January 10 at Renata Restaurant to celebrate the firm’s milestone anniversary. The crowd braved the oncoming snow storm to enjoy the company, food, and stories. And after 25 years in business, the firm has no shortage of great stories. Read more
“Financial maverick negotiates a final exit” said the print headline of The Portland Business Journal’s coverage of Arnerich Massena’s recent transition to 100% employee ownership. In the article, author Matt Kish details the deal that will make it possible for Arnerich Massena to continue to serve its clients with the same philosophy and integrity that has characterized the firm since its founding by Tony Arnerich in 1991. Read more
Arnerich Massena’s Dave Nute offers his secrets to Oregon Business Magazine readers! In January’s Powerbook issue, the magazine features a Power Profile of Nute, in which he discusses his business role model, what he’s reading and watching, what he loves about his work, and offers advice for young people in the industry. What a perfect opportunity to learn more about Arnerich Massena’s newly named CEO! Read more