pa|nc
2014 PLANADVISER National Conference
Optimizing plan and practice outcomes—best practices for retirement plan advisers
Tag: Practice management
learner's permit
Everything You Need to Know About … Talk It
For many retirement plan advisers, especially those who frequently travel to and from their clients’ offices, keeping track of the various reports and correspondences that allow their firms...
California Adviser Rolls Out Cloud-Based Platform
Omniscient Enterprise Advisor, a platform designed to help financial advisers and registered independent advisers (RIAs) expand and scale their businesses, was introduced by Omni Alliance Inc.
Nationwide Expands Sales Team in East
Nationwide has hired two wholesalers and expanded its 401(k) sales team into new territory.
Cerulli Sees Consolidated, High Tech Future
A limited group of strategic acquirers will continue to gain influence in the financial advisory industry, according to new research from analytics firm Cerulli Associates.
HighTower Partners with Envestnet | Retirement Solutions
HighTower is expanding its technology platform through a partnership with Envestnet | Retirement Solutions.
401(k) Advisors Rebrands as NFP Retirement
Retirement specialist advisory firm 401(k) Advisors formally adopted the NFP Retirement brand following an extensive service integration process.
Ortner, O’Brien and Ortner Becomes OneSource Retirement Advisors
Ortner, O’Brien and Ortner Advisory Group, Inc. adopted the name OneSource Retirement Advisors to reflect its focus on helping clients plan for and navigate retirement.
Fidelity Teams With LearnVest for Adviser Program
LearnVest content and financial wellness support are now available for many advisers working with Fidelity Institutional, along with expanded options for digitizing client support and advice.
For Women, a Financial Burden After Loss of Spouse
Advisers can play a big part in helping women cope after the death of a spouse, according to New York Life Insurance Company.
Alerus Retirement Solutions Adopts Envestnet Platform
Alerus Retirement Solutions has entered into a partnership with Envestnet Retirement Solutions (ERS) to utilize ERS's adviser platform and fiduciary support services.
Spectrum Pension Consultants Absorbs Hawaii Firm
Spectrum Pension Consultants Inc., an Alliance Benefit Group (ABG) member firm, has merged with Compensation Consultants Inc. (CCI).
Pensionmark Retirement Group Adds Houston Affiliate
Gary Jurney, president and managing principal of Kainos Partners, is the newest addition to Pensionmark’s Advisor Support Program (ASP).
Finding Middle Ground in the Robo-Adviser Debate
There’s no shortage of discussion in the retirement plan advisory business about the disruptive power of technology, and how business models may transform in the years ahead.
Cafaro Greenleaf Establishes Boston Office
Corporate retirement plan advisory firm Cafaro Greenleaf added Andrea Vassiliadis to its team of specialist advisers and consultants.
Verisight Appoints Chief Operating Officer
Laura Ramanis has joined Verisight’s leadership team as chief operating officer, effective November 17.
Advisers Falling Short on Business Development Goals
Sales team facing tough times? You’re not alone: advisers almost universally agree that business growth is a major challenge today, according to the Financial Planning Association (FPA).
Form 5500 Filings Can Reveal Prohibited Transactions
Retirement plan advisers should be on the lookout for prohibited transactions that may or should be revealed on the Form 5500 filing.
Adviser Sees a Favorable Landscape for PRT Advice
A confluence of factors has combined to make this a compelling time to enter the pension risk transfer advice business, says Steve Keating, principal at Penbridge Advisors LLC.
Louisiana Advisers Join LPL Platform
Goss Wealth Management, a four-adviser team led by Jerry Goss, has transitioned to the LPL broker/dealer and hybrid RIA custodial platform.