Practice Management

Morningstar released a report analyzing its annual Mutual Fund Stewardship Grade designation, which found the funds with the highest marks are most likely to survive in the long-run.

According to Cogent Research, institutional investors are more concerned about an asset manager's stability than its performance record.

The Newport Group opened a client service center in Dallas to support its growing deferred compensation and executive benefits business services.

In a Webinar discussing the power of real-time marketing on social media platforms, authors of a new book asked the financial industry–why are we so behind? 

LIMRA’s 401(k) Scorecard for Q4 2010 shows sales had both positive and negative results.

A financial industry "insider" and a communications professional "outsider" gave actionable ideas on tackling a social media strategy at the ASPPA 401(k) Summit in Las Vegas.  

With the growing level of scrutiny surrounding qualified retirement plan fees, the value an adviser adds to a plan needs to be clearly defined.  

More small-business owners feel offering health insurance is more important than offering a retirement plan, 59% to 47%, a Paychex survey found.

linkedFA and McGraw-Hill Professional will be presenting a series of Webinars to educate financial professionals on how they can use social media compliantly.  

Speaking on a Webcast sponsored by Principal Financial Group, James Delaplane, a partner at Davis & Harman LLP, examined the three major regulations coming out of Washington this year,...

A report from Charles Schwab evaluates the pros and cons of combining a traditional brokerage business and fee-based advisory business.

The Hartford’s Retirement Plans Group (RPG) has formed a Channel Development team to assist the sales efforts of property and casualty (P&C) agents. 

About half of nearly 1,300 advisers surveyed by Curian Capital surveyed feel time management and efficiency will be their biggest challenge in 2011. 

Consultants who advise plan sponsors on large-plan service provider selection said "cultural fit" and "brand strength" were two of the most important qualities to look for.

Panelists at the Virtual PLANADVISER National Conference discussed ways advisers should reconnect with plan sponsors and sweep away some of the old cobwebs surrounding retirement plans. 

Small-business owners are slowly starting to realize that they can’t handle retirement planning on their own, according toE. Thomas Foster Jr., Vice President and National Spokesperson of The Hartford's...

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends...

Many advisory firms grapple with the possible benefits (or consequences) of participating in a merger or acquisition; a panel at the inaugural Virtual PLANADVISER National Conference discussed the...

CPI Qualified Plan Consultants announced that Matthew K. Scott will serve as the first retirement plan consultant in the Phoenix, Arizona office.

A recent study from kasina found that 60% of asset managers have a mobile strategy in place and recommended more firms develop one as soon as possible.