Tag: Practice management

Wealth management in high-net-worth families is complicated by relationships, and the vast majority of families believe a session with a financial adviser would benefit their children, a study...

Asset International, the parent company of PLANSPONSOR and PLANADVISER, has been acquired by middle market private equity firm Genstar Capital.

Independent broker/dealer firm First Allied Securities Inc. launched the new Pentameter practice management portal and integrated business consulting process for financial advisers.

The companies of OneAmerica have implemented a new three-region sales and distribution structure for retirement services.

ComputerSupport.com, a provider of cloud computing and digital security solutions, has expanded its compliance support and remote information technology capabilities for use by financial advisers and broker/dealers.

Big mergers and acquisitions have altered the defined contribution (DC) retirement plan industry in recent years, leading some to ask what it all means for sponsors and advisers.

Accounting and consulting firm Warren Averett LLC has joined the Alliance Benefits Group (ABG), along with two affiliated companies in the workplace benefits and asset management space.

J.P. Morgan has entered the exchange-traded fund (ETF) market through the launch of a geographically diverse suite of core equity ETFs called the Diversified Return ETFs.

Commonwealth Financial Network launched a new client management dashboard, Client360°, to help financial advisers unify client information and streamline access to planning tools and accounts.

The Retirement Advantage, Inc. (TRA) launched a new program that provides enhanced operational and business development services to qualifying adviser partners, as well as discounted pricing for sponsor...

Summit Professional Networks has acquired Pension Data Resources, Inc. (PDR), known in the retirement planning industry for its PensionPlanet.com brand.

Divorce, and other financial blows, can mean a sticky conversation for advisers when clients say they just can’t save for retirement.

Independent retirement plan administration firm TriStar Pension Consulting launched a new website featuring improved functionality and navigation for plan sponsors, advisers and participants.

Personal brand and thoughtful use of social media are critical for a successful practice, according to a survey by Pershing.

A majority (80%) of Millennial Americans say the recession of 2008 taught them they have to save “now” to “survive” economic problems down the road.

Joni Andrioff has joined Steptoe & Johnson LLP as a partner in the Tax and ERISA, Labor & Employment Groups.

Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.

Plan sponsors want more consultation on outcomes and how to accurately measure and improve participants’ retirement readiness, says new research from the Principal Financial Group.

Not talking about Social Security could come with a steep cost, says Nationwide in a survey that polled retirees and their experiences with the timing of benefits. 

Jon Hale has been named the director of North American manager research for Morningstar Inc.