Tag: Business model

Total financial adviser headcount has decreased for a fifth consecutive year, according to research from Cerulli Associates.

The acquisition of New York Life Retirement Plan Services widens John Hancock’s breadth of solutions for retirement plans.

Salient Partners announced it will acquire Forward Management, an independent asset management firm based in San Francisco and investment adviser to the Forward Funds.

It wouldn’t be a new year without thinking about the things you’d like to change or improve. We asked retirement plan specialists about progress on their New Year’s...

Wellspring Advisor Group is the newest addition to the LPL Financial broker/dealer platform.

A new report from Kasina finds institutional asset managers, fund providers and insurers view the financial advisory industry as an area with strong growth potential.

Just after Groundhog Day seems like a good time to take a peek at those work-related resolutions.

Many years ago, the PLANADVISER Top 100 Advisers began as an endeavor for our sister publication PLANSPONSOR.

Not just a 401(k) for nonprofits, 403(b) plans are a distinct world with unique challenges and a lot of complexity, advisers say.

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series...

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series...

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that...

Broadridge Financial Solutions has signed an agreement to acquire the trade processing business of the Wilmington Trust Retirement and Institutional Services (WTRIS) unit of M&T Bank Corp.

Total financial adviser headcount continues to decline despite strong asset growth for the advisory industry in recent years, according to Cerulli Associates.

Learning about fiduciary best practices can help financial advisers build client trust and raise assets, according to a survey by fi360.

Plan Administrators Inc. launched the Co-Pilot 401(k) program, aimed at addressing the challenges faced by retirement plan investors and their advice providers.

The Securities and Exchange Commission (SEC) released examination priorities for 2015 in the shortest form ever: just five pages.

R. Evan Inglis has joined Nuveen Asset Management as senior actuary in institutional solutions.

The move by Alliant Insurance Services to acquire American Benefits Consulting marks the specialty insurance firm’s third employee benefits purchase in the last 12 months.

Consulting firm Mercer predicts advisers across retirement and wealth management channels will face some common challenges in 2015 as a lower-return environment takes hold.