A new education program from Transamerica gives advisers non-product specific guidance to help them educate their clients about Social Security, according to a recent announcement.
UBS AG’s U.S. wealth management arm is hosting its first broker training class in two years, another sign that firms are seeking new ways to expand their recruiting...
U.S. Retirement Partners (USRP) has acquired United Specialty Benefits (USB), which will be part of USRP’s national network that provides 403(b) retirement benefits and other services to the...
With a new suite of tools and support from The Principal Financial Group, financial advisers can help business owners develop sound business exit or succession plans.
An Employee Retirement Income Security Act (ERISA) law firm and an insurer have teamed up to prepare a guide about ERISA’s fiduciary liability provisions and how fiduciary insurance...
Manulife Financial has announced a new strategic arrangement with Franklin Templeton Investments under which Templeton LifeSmart Portfolios will be made available to Canadian group retirement clients.
Vanguard has announced the restructuring of the investment advisory arrangements for Vanguard Explorer Fund, Vanguard U.S. Value Fund, and Vanguard Market Neutral Fund.
John Hancock's new “hard wired” program helps advisers understand client behavior, structure client portfolios, and build advisers' businesses, the company said.
State Street Global Advisors (SSgA) has been selected by Lincoln Financial Group to sub-advise variable life insurance and variable annuity investment options.