Tag: Practice management
Asset International Adds Two Market Intelligence Firms
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.
What Does 'Self-Service' Mean to Investors?
New polling from J.D. Power explores the similarities and differences among groups of “self-directed” investors.
Advisers Already Moving to Overcome DOL Fiduciary Rule Challenges
“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...
Big Jump Measured in Share of Advisory Clients in Retirement
“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...
CFA Survey Finds Stubborn Pockets of Robo-Resistance
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.”
Morningstar Launches Portal for Advisers
The mobile-ready portal includes customized reports of investors’ accounts and provides a more holistic view of their financial situations.
Advisers Can’t Respond Unilaterally to Final Fiduciary Rule
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...
Wilshire Unveils Wealth Management Platform
The new Wilshire Wealth Management Platform is powered by VestmarkONE.
LPL to Leverage BlackRock’s FutureAdvisor Platform
The collaboration with FutureAdvisor will accelerate the development of LPL’s robo-advice solution.
Retirement Industry People Moves
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...
Worries About Aging Cut Both Ways for Clients and Families
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 Revamps Small-Business Service Models
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.
Retirement Industry People Moves
PNC Asset Management moves ahead on CIO transition; Morningstar acquires RightPond analytics capabilities from Rocaton Investment Advisors.
Financial Elder Abuse on Advisers’ Radar
Protecting aging clients is advisers’ foremost ethical concern.
White Paper Gives Firms a Checklist Ahead of DOL Rule Change
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 Rolls Out Retirement Platform for Advisers
Cetera Financial Group has finished developing its retirement plan solutions platform for advisers.
Advisers Flinch at Oncoming Fiduciary Rule
About three-quarters of advisers in a Fidelity survey are anxious the DOL fiduciary advice rule will affect how they do business.
Goldman Sachs Investment Management Acquires Honest Dollar
The Investment Management Division of Goldman Sachs has agreed to acquire the web and mobile-based retirement savings platform, which specializes in the start-up and micro-plan markets.