Tag: Practice management

Consulting firm Mercer predicts advisers across retirement and wealth management channels will face some common challenges in 2015 as a lower-return environment takes hold.

A new career planning website from the CFP Board is designed to support both employers and job seekers in the financial advisory industry.

Charlie Pritzl has joined The Retirement Advantage Inc. (TRA) as quality control and training manager.

ABD Insurance and Financial Services hired Brian Ashworth as vice president of its retirement services group.

Nasdaq announced that it will acquire smart beta and passive investing specialist Dorsey, Wright & Associates LLC.

The complexity of testing a plan can be one way to justify higher fees, says an ERISA plan administration business development specialist.

Research from Cerulli Associates predicts the combined asset marketshare of independent advisers will surpass that of wirehouse advisers by 2019.

Nearly half (49%) of respondents to the 6th annual New Year’s Resolution Survey from Allianz Life Insurance Company of North America say health/wellness is the most important focus...

Acquisition of New York Life’s RPS business accelerates John Hancock’s expansion into the mid-case and large-case retirement plan markets.

An agreement signed with Pensionmark seals a partnership between the national firm and a St. Paul, Minnesota-based independent advisory practice, SevenHills Benefit Partners.

David Saunders and Victor Traub, III, have joined PSA Insurance & Financial Services.

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, appointed Tad Fifer as a national sales manager responsible for distribution of Lincoln’s annuity solutions.

An analysis from Hartford Funds finds U.S. investors are largely unaware of emerging digital financial advice models, and even practicing advisers don’t have much knowledge on the subject.

Many clients will fire an adviser that doesn’t return phone calls same day, according to research from Spectrem Group, but that’s far from the only client concern.

Chicago-based institutional retirement and investment consulting firm Blue Prairie Group added Jere Cowden and Mark Muto to its network of retirement specialist consultants.

The Securities and Exchange Commission (SEC) may soon require investment advisers to create transition plans.

Many retirees find the retirement life brings more satisfaction and less worry than they anticipated, MassMutual says in a survey report.

The biggest challenge for retirement plans offering managed account services to participants is creating simplicity out of increasing complexity, says Cerulli Associates.

Retirement and college savings plan provider Ascensus announced a new distribution partnership with 1st Global.