Practice Management

CEFEX designations are gaining more widespread adoption, and some say the certification process yields valuable insights about their own firms.

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...

Some retirement plan advisers strive to offer complete, holistic advice.

Low balance limits and initial investment hurdles in the President’s “myRA” proposal will likely restrict the number of service providers bidding on related contracts with the Treasury.

Expanding health care costs will likely force retirement plan advisers to consider new ways of protecting client assets.

Nearly half of the average financial adviser’s book of business is made up of individual retirement accounts (IRAs), says investment analytics firm Cerulli Associates.

As the U.S. population ages and long-term care becomes a greater concern in retirement, long-term care insurance may become more widespread.

A surprising one out of two people with a plan has a headache and needs help to solve it, says Stephen Davis of Guardian Retirement Solutions.

Advisers can now update their profiles for free on BrightScope’s platform, which has been enhanced with several features.

Nearly one in four U.S. households age 50 to 59 wants more investment advice—and is willing to pay for it.

Edward Jones created FORCES last year to provide training and a compensation package to smooth the transition to a financial services career for veterans.

Plan advisers should stress the importance of communication and planning, signaling that retirement is a time of empowerment—not a dismal single life event.

Past and current business relationships can help bring in new clients.

An expanded third-party administrator (TPA) network is in the works for ASPire Financial Services LLC.

The Ameritas Life Insurance Corp. hopes to onboard independent third-party administrators (TPAs) through a new sales program offering exclusive territories and support tools.

Health benefits costs will continue to increase despite the Patient Protection and Affordable Care Act (PPACA), and in some cases, because of it, according to Sheldon H. Smith,...

Investors who are younger and have less wealth are content with their financial advisers, but also quicker to leave them, according to Spectrem Group research.

Insurance and investment services provider Pacific Life unveiled a new strategy to educate financial advisers on opportunities and best practices for winning clients in the small to medium-sized...

Even with a majority of financial advisers agreeing that retirement planning is a major part of their business, conflict persists over how to track retirees’ success in meeting...

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.