Tag: Practice management

A new study finds that for Hispanic Americans, the need to support elders and children is competing with the need to save for retirement.

Verisight Inc. is acquiring retirement and benefit plan service provider DailyAccess Corporation, and its subsidiaries, InterServ, LLC and DailyAccess Health and Welfare, LLC.

Ron O’Hanley, who heads asset management and corporate services at Fidelity Investments, will leave the firm at the end of February.

A narrowing optimism gap puts advisers and investors in a more similar state of mind. Retention and improving service are top concerns.

Christopher Englebert and Daniel Reitz have joined Beirne Wealth Consulting (BWC), a Milford, Connecticut-based consulting firm and member of Focus Financial Partners LLC’s independent wealth management network.

Financial and retirement services provider OneAmerica announced that J. Scott Davison will become the company’s new CEO on April 1, upon the retirement of current CEO Dayton H....

Investment management firm Vanguard will be partnering with HelloWallet, a financial wellness service, to help employees save more for retirement.

Investment management firm PIMCO appointed a new portfolio management and executive leadership team.

Bradd Donovan joined Securian Retirement’s sales team in Southern California.

Most Boomers mistakenly think the Affordable Care Act covers the costs of long-term care in retirement, a survey says. 

An account platform from Gemini Alternative Funds LLC, a subsidiary of Northstar Financial Services Group, provides investment advisers with centralized access to alternative investments.

More than four in 10 (43%) financial advisers are either at or approaching retirement age, according to research from Cerulli Associates.

Graystone Consulting, a business of Morgan Stanley, hired a team of eight investment professionals to serve institutional and individual clients in Southern California.

RCS Capital Corporation (RCAP) will purchase J.P. Turner & Company LLC, an independent broker/dealer and investment banking firm, and its affiliated advisory company for $27 million in aggregate...

Mutual of America released an enhanced version of its website.

In a move expected to create one of the largest broker/dealer networks in existence, RCS Capital Corporation (RCAP) is set to acquire Cetera Financial Group for $1.15 billion.

U.S. House members belonging to the New Democrat Coalition asked the Department of Labor (DOL) to ensure new fiduciary rules protect access to investment advice.

The Financial Services Institute (FSI) launched a mobile application providing independent financial advisers and financial services firms remote access to advocacy tools and industry updates.

Signs of a brightening economy include investors planning to buy cars or homes, and making travel plans, a survey says.

An updated mobile application from LPL Financial LLC provides better access to financial and market data, along with a new secure messaging system for communicating with clients.