The financial services and retirement advisory industry has collectively invested tens, if not hundreds of millions of dollars in the last decade to boost the use of big...
Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, reflects on two decades of working with defined contribution retirement plan investors.
Greater use of centralized portfolio management means advisers are under pressure to prove their value in other ways, such as offering financial wellness programs.
Most executives interviewed by Cerulli believe that home-office discretion will increase as “underperforming advisers are identified and persuaded to use portfolios created by the headquarters consulting group.”
The head of retirement and investment solutions at Pershing discusses the impact that uncertainty around the fiduciary rule is having on firms and clients throughout the DC plan...
The head of DCIO sales for Wells Fargo describes an encouraging trend in the way advisers are defining their value and assessing pricing that is fully rationalized and...
The system engages fiduciaries and advisers throughout the process, allowing them to see their plan investments and understand why each fund is becoming more or less aligned with...
CFP Board released a draft of proposed revisions to its Standards of Professional Conduct for a 60-day public comment period, running through August 21, 2017.
“Advisers who embrace technology—especially solutions to more efficiently handle tedious recurring client-service tasks—are going to be the ones who scale, grow and ultimately win.”
The most popular practice management programs this past year dealt with Social Security and managing portfolios in light of uncertainty in the markets.
New Cerulli Associates research identifies “pain points” at the root of advisers’ decisions to change firms—and what leadership can do to address staff concerns before losing key advisers.