Tag: Practice management

Alternative assets skyrocketed over six years, from $83 billion at the end of 2008, to $304 billion in mid-2014, according to Strategic Insight.

Measuring risk tolerance is critical, say experts in the field of risk tolerance and decisionmaking, but few retirement plan sponsors and advisers in the U.S. do it correctly.

A majority of investors (92%) surveyed by FINRA agreed they want a cop on the beat to protect investors and police the markets.

Speaking in industry jargon is fine in the office, but not when speaking to plan sponsor clients and plan participants.

There is greater need for special needs financial planning, based on increasing life expectancy for some and rising diagnoses of autism, says Securian Financial Group.

Wilshire Consulting announced the launch of Wilshire Mobile, a new suite of mobile applications (apps) increasing the availability of important retirement plan data and benefits news for clients.

Great-West Financial has introduced Empower, a new retirement services company.

The launch of the “Empower” brand by Great-West Financial will be closely watched by the retirement services industry. PLANADVISER spoke with industry professionals who had a chance to...

After years of extremely low turnover, retirement plan sponsors are giving serious consideration to altering their 401(k) plan recordkeeping relationships, a report says.

Markov Processes International (MPI) has released its MPI Stylus Web research system as a mobile application (app) for the iPad, Android and Microsoft Surface tablet devices.

A third of middle class investors are just not saving for retirement, according to Wells Fargo’s fifth annual Middle Class Retirement study.

Marketing skill is essential in building up a retirement advisory practice, says Sean Ciemiewicz of Retirement Benefits Group, but public relations can be overwhelming for the unprepared.

Retirement plan advisers share examples of how they sparked plan participants to save a little more, from skipping expensive daily coffee and brown-bagging lunch to “forgetting” about a...

The combined challenges of saving for retirement, paying for health care and keeping financial information safe online have many Americans worried, according to the COUNTRY Financial Security Index.

No one wants to talk about it, but everyone wants to know: How do other retirement plan advisers arrive at a fee for their plans? Here, some advisers...

Adviser expectations for their practice valuations are inflated, compared with actual deals closed in the past 12 months, says global analytics firm Cerulli Associates.

What are some secrets to a thriving retirement plan business? Advisers share tips to increase this part of their book of business.

Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, launched an affiliate firm specializing in retirement plans.

The companies of OneAmerica have opened a new regional office for retirement services in Honolulu.

More than half of independent registered investment advisers (RIA) view technology as a front-office function and a key component for delivering quality client experiences.