Tag: Practice management

Joining forces will expand the services and scope of both firms, executives say. 

The acquisition of Market Metrics and Matrix Solutions from FactSet will broaden AI’s portfolio of proprietary data and business intelligence capabilities for advisers and asset managers.

New polling from J.D. Power explores the similarities and differences among groups of “self-directed” investors. 

“This is hardly the first time regulation will change the way advisers get paid and disclose important information to clients,” one industry executive observes, “so in that respect...

“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...

A little more than six in 10 CFA charter holders say they have some familiarity with automated financial advice tools, “implying a fairly high level of awareness overall.”

The mobile-ready portal includes customized reports of investors’ accounts and provides a more holistic view of their financial situations.

A given financial adviser’s response to the final fiduciary rule from the Department of Labor may have more to do with the adviser’s brokerage platform provider than their...

The new Wilshire Wealth Management Platform is powered by VestmarkONE. 

The collaboration with FutureAdvisor will accelerate the development of LPL’s robo-advice solution.

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...

Parents are worried about their independence as they age; kids are worried about their aging parents’ quality of life; parents are worried about their kids’ health and finances;...

Lincoln Financial Group’s Retirement Plan Services business is making key enhancements to its Lincoln Director employer-sponsored retirement plan program for small-business clients.

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

Protecting aging clients is advisers’ foremost ethical concern.

A white paper outlines the rule changes, what it could mean for practice management and ways to avoid the excessive time and cost to comply.

Cetera Financial Group has finished developing its retirement plan solutions platform for advisers.

About three-quarters of advisers in a Fidelity survey are anxious the DOL fiduciary advice rule will affect how they do business.