Independent broker/dealer Securities America has designated October “Continuity Planning Month” to address the gap in understanding of the difference between continuity plans and succession plans.
Multidiscipline practices (MDP) offer benefits to advisers and their clients, but face some unique obstacles, according to a study by NFP Advisor Services Group.
Great-West Life & Annuity Insurance Co. and its business segment, Great-West Retirement Services, will now market under the Great-West Financial brand.
Increasing distribution costs and adviser movement in the asset management industry are causing asset managers to look more closely for growth opportunities.
The PLANSPONSOR 2012 Retirement Plan Adviser of the Year and Adviser Team of the Year shared some information about practice management in a final conference session.
“We consult with advisers on best practices,” Anders Smith, senior vice president, national sales manager, DCIO and strategic platforms at Nuveen Investments, told conference attendees.
The professional retirement plan adviser profession will be fundamentally transformed during the next three years, according to a study from Diversified.