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Perspective Partners Unveils Report Tool for Advisers
Perspective Partners, LLC., has released a tool that helps financial advisers work with plan sponsors to assess if a 401(k) plan is working effectively to prepare participants for...
DTCC Platform to Support Wrap-Like Retirement, Benefit Programs
The Depository Trust&Clearing Corporation's (DTCC) Insurance Services platform will now support registered broker/dealers that create and sell non-insurance retirement and other benefit programs.
Words of Wisdom
The five finalists for the Retirement Plan Adviser of the Year award shared some of their best practices at the 401(k) SUMMIT yesterday.
Building Relationships is Vital to a Successful Business
Are you a persuader or a partner?
Focus on Plan Fees and Revenue Sharing to Continue (Part 2)
Advisers should be proactive on helping their clients understand their plan fees in the coming year.
IMHO: Committed Relationships
Advisers in the retirement plan industry make a difference
NRP Acquires Ohio B/D
National Retirement Partners, Inc. (NRP), announced its acquisition of Bryan, Ohio-based broker/dealer Oberlin Financial Corp.
ProShares Launches ETFs Tied to Russell Style Benchmarks
ProShares has announced the addition of 12 exchange traded funds (ETFs) to the ProShares lineup.
S&P Sells Fund Data Biz to Morningstar
Standard&Poor's is selling its mutual fund data business to Morningstar, including mutual fund data on performance, rankings and holdings on more than 135,000 funds in over 30 countries,...
Focus on Plan Fees and Revenue Sharing to Continue
Retirement plan advisers can anticipate a continued focus on fee transparency in the coming months.
Are YOU an E-Mail E-ddict?
It used to be that a messy desk was considered to be the sign of a cluttered and inefficient mind (at least by so-called efficiency experts).
Bettinger to be Schwab President
Charles Schwab Corp. has tapped Walt Bettinger II, head of its investor services unit, as president and chief operating officer.
Wisdom Tree Launches Six Earnings-Weighted ETFs
A New York investment company has unveiled six domestic earnings-weighted ETFs that are scheduled to be listed on the American Stock Exchange on Friday.
ETFs and Income Growing Components of Portfolios
Investors increasingly turn to income investments and exchange-traded funds (ETFs).
Financial Advice Underutilized in Retirement Planning
Only 10% of U.S. adults planning to retire have worked with a financial adviser to develop a plan.
Most in Gen X Saving for Retirement but Not in IRAs
Generation Xers might be more likely to save for retirement if IRAs were simpler.
More DC Participants Means More Questions
An anticipated 20% increase in defined contribution (DC) participants between 2007 and 2011 means a pool of 9.6 million people with potential questions regarding their plan, according to...
Tackling the Retirement Income Arena Requires New Processes
Financial services forget that people planning for retirement income need to balance the risk of living long with the possibility that they won’t, according to Robert Del Col,...
Ameriprise Introduces Risk-Managed Portfolio Series
Ameriprise Financial, Inc. has launched two new series of actively managed account portfolios.