Carmela Elco joined the Chicago-based institutional retirement and investment consulting firm Blue Prairie Group as an affiliated retirement consultant and office leader.
AllianceBernstein LP, a global investment management firm, announced that Roberta Matheny has joined the firm as vice president and senior client service officer.
Alliance Benefit Group North Central States, Inc. launched a new mobile application that provides users with centralized access to retirement and health-related savings accounts.
Technology now touches nearly every aspect of an adviser's practice, from relationship management and client retention to communication, referrals and client interaction.
The Securities and Exchange Commission (SEC) released guidance aiming to clarify how the testimonial rule barring certain marketing practices under the Investment Advisers Act applies to social media.
New investment services technologies will strain existing financial advice models, but the same factors should continue to define who succeeds in the marketplace.
When recruiting, don’t automatically look past wirehouse advisers, says Neal Simon of Highline Wealth Management, because they might be a firm’s value add.
FCRC Apps LLC, a financial services application developer, added a new embedded surveying feature to its suite of digital fiduciary governance support tools offered through eFiduciary.net.
Rob Corlito joined the retirement plan services division at Sapers & Wallack, an employee benefits and financial services consulting firm in Newton, Massachusetts.
Participants might respond better to education if it’s more like a game, says Chris Whitlow of edu(k)ate, an app developer that delivers gameified financial literacy.
Registered investment advisers (RIAs) are the service target of Brownstone Investment Group, which specializes in fixed income, and expanded its services specifically for advisers.