Tag: Career

The Financial Planning Coalition filed a “friend of the court” brief supporting the Department of Labor in its ongoing court battles over the new fiduciary rule. 

The latest addition to the LPL Affinity Program is aimed at helping advisers comply with requirements of the new DOL fiduciary rule. 

Advisers are working with more plans today than they ever have—completing more services for more diverse types of clients than was the case prior to the full implementation...

Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.

Robo-advisers are growing by providing user-friendly, responsive and automated services to well-defined groups of investors. 

The Women in Pensions Network has launched a new website to better serve its growing community of close to 2,000 pension professionals nationwide. 

Prudential Names Head of New Full Service Solutions Business; Willis Towers Watson Appoints Head of Delegated Investment Solutions; Chief Investment Strategist for TIAA Investments Appointed, and more.

The partnership is aimed at developing a program that “sets a new standard in fiduciary education and best practices.”

It’s not just investment gurus and behavioral scientists who have big ideas about helping individuals and institutions prepare for the financial future. 

Wagner Law Group Names Partner; Sain Joins Milliman’s Employee Benefits Practice; Atlanta Retirement Partners Adds Relationship Manager, and more.

A confluence of generational, technological and consumer preference trends is driving a sea change in the traditional investment advisory business, according to J.D. Power researchers. 

The Securities and Exchange Commission is proposing a new rule and rule amendments under the Investment Advisers Act of 1940 aimed at bolstering advisory industry succession planning. 

Financial advisers of the future will have to cope with serving a workforce that is much more mobile and does not necessarily spend much time tethered to a...

Hartford Funds today launched a new educational program that provides advisers with insights on how to strengthen client relationships.

It’s a simple formula that keeps more than half of advisers primarily targeting Baby Boomers: They have the most money saved and are the most in need of...

“Given so many Baby Boomers are retiring or preparing for retirement, it is not surprising that advisers are seeing more of their business dominated by the needs of...

If a client at age 65 is hesitant to work with an adviser who is much younger than they are, what’s going to happen in 10 years? Or...

Oppenheimer Names Head of Beta Solutions; Eng Rejoins AB in Custom DC Solutions; Mariner Retirement Advisors Joins GRP Advisor Alliance, and more.

NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales...

PNC Asset Management moves ahead on CIO transition; Morningstar acquires RightPond analytics capabilities from Rocaton Investment Advisors.