Tag: Practice management

The latest release of the Portfolio Manager investment platform and reporting system from LPL Financial features customizable firm branding capabilities and time-saving scheduling options.

Blue Ridge ESOP Associates has named Kevin T. Rusch as the firm's director of plan administration.

BOK Financial Corporation says it has entered into an agreement to acquire MBM Advisors, a SEC-registered investment advisory firm specializing in retirement and pension plan services.

Richard P. Slaughter Associates 401(k) Services is now known as RPS Retirement Plan Advisors, a change the firm hopes will better reflect its focus on holistic advice and...

A new analysis from Charles Schwab finds the sum value of mergers and acquisitions transacted by registered investment adviser (RIA) businesses neared $44 billion in 2013.

Jim Brockelman will rejoin John Hancock Retirement Plan Services as national director, mid-market.

If advisers want to score satisfaction points with their female clients, they need to deliver holistic advice and become active listeners.

Wells Fargo Retirement has named Betsy Hammond as head of its Nashville-based retirement benefits consulting division.

Those with retirement plans and health savings accounts (HSAs) offered by Wells Fargo can now track account information in a central online location.

Revenue-sharing payments are not necessarily a violation of the Employee Retirement Income Security Act (ERISA), but they are if not disclosed, a court ruled.

Alternative asset custody and rollover specialist Millennium Trust Company hired four new vice presidents to assist sales and solution delivery.

Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.

CEFEX designations are gaining more widespread adoption, and some say the certification process yields valuable insights about their own firms.

Retirement plan services provider Pensionmark Retirement Group added a new partner and branch office to cover Bakersfield, California, and the San Joaquin Valley.

During “America Saves Week,” plan advisers can help their plan sponsors turn up the savings to better prepare for retirement.

Media and information services firm Thomson Reuters says it has significantly enhanced its Eikon analytics desktop product to better serve asset managers and financial advisers.

USI Consulting Group has named David Brisnehan as vice president of retirement services for its Irvine, California, office.

One of the biggest mysteries haunting the industry is the impact of the revised fiduciary rule on investment product marketing for IRA rollovers.

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...

Mutual of Omaha Retirement Services named four new regional sales managers to grow business with retirement plan advisers and their defined contribution (DC) clients.