B/Ds Need to Embrace New Adviser ‘Team’ Model
Broker/dealers’ traditional affiliation approach could leave them in the past
Tag: Practice management
LPL Vendor Affinity Program Adds MoneyGuidePro
LPL advisers can now access MoneyGuidePro financial planning software solutions at a discounted price.
FWAC Study: Women Breadwinners Want Better Advising
The third “Women of Wealth” report finds advisers miss the mark in how they service these clients.
Working With Adviser Boosts Confidence Even Among Affluent
Even for the rich, working with an adviser to develop a written plan boosts retirement confidence, LIMRA study finds.
Advisers Targeting Older Millennials
Seventy percent of advisers are focusing on this age group.
Advisers May Want to Get In On Robo-Advice Movement
Deloitte sees this model gaining significant traction in coming years.
Research Expertise Can Boost Practice Performance
Cerulli says the advantages of hiring internal research analysts and investment officers are clear.
Prudential Issues Resource About Paying for College
The firm encourages families to seek out financial aid rather than rely on student loans.
Cambridge Adds to Adviser Resources
The Cambridge Retirement Center has been streamlined for easy use by advisers.
eVestment Unveils SmartVision Adviser Analytics
A solution from eVestment offers insights into market-moving investment trends of large institutional investors.
Broadridge Added to LPL Vendor Affinity Program
Financial services tech provider Broadridge Financial Solutions has been named as a preferred LPL vendor.
research
2015 PLANADVISER Recordkeeper Services Guide
Different Strokes - Finding the right recordkeeper for you and your clients
CAPTRUST Acquires MFP Strategies
The acquisition adds $5 billion in assets and grows CAPTRUST’s assets under advisement to more than $180 billion.
ProcessUnity Expands Adviser Support Services
Updated sales and compliance support capabilities from ProcessUnity now link directly with Salesforce.
Retirement Industry People Moves
Jamie Ohl leaves Edward Jones for Lincoln Financial Group; Daniel Caffrey joins The Retirement Advantage; Barbra A. Byington and Christopher Jarmush receive promotions at Gallagher Fiduciary Advisors; Brett...
App Compares Retirement Health Care Costs
Advisers can use the HealthView Explorer app to spark conversations about health care costs in retirement.
LPL Program Can Cut Vendor Costs
The Vendor Affinity Program aims to provide a pricing advantage for LPL advisers.
Social Media Support from Fidelity Clearing and Custody
New offerings from Fidelity help advisers shape and expand their online presence.