Tag: Practice management

Misconceptions about the Affordable Care Act, the need for long-term care and how to address the particular needs of women savers are opportunities for key discussions. 

Transamerica Retirement Solutions added two positions to its pension sales and distribution team.

Community Bank System, Inc., through its subsidiary Benefit Plans Administrative Services, Inc. (BPAS), reached an agreement to acquire an actuarial and consulting practice from EBS-RMSCO, Inc.

Nearly one in four U.S. households age 50 to 59 wants more investment advice—and is willing to pay for it.

Transamerica Retirement Solutions released a new mobile application that allows plan advisers and financial consultants to directly compare retirement plans.

Investment and consulting solutions provider AssetMark released a business assessment tool to help advisers measure practice values and identify growth opportunities.

Research from Cerulli Associates shows the registered investment adviser (RIA) channel growing at a much stronger rate than all other advisory business models.

Wealth Management Systems Inc. (WMSI) expands to Franklin Street.

A new survey from TIAA-CREF finds women are less confident than men that they are saving an adequate amount for retirement.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

Fiduciary Investment Advisors (FIA) announced a series of promotions within the firm’s retirement consulting business.

Involving family members in retirement planning brings peace of mind, according to a survey on how families approach future financial needs.

Financial services consultants expect 18.5% of assets under management in 2016 will come from outsourced chief investment officer (OCIO) engagements, up from 12% in 2012.

Three retirement research and education firms released a business diagnostics report providing guidance on how to build a successful group retirement advisory practice.

Nationwide Retirement Solutions now offers comprehensive, mobile-optimized access to its public-sector retirement plan website without use of an application (app).

Retirement plan participants said that they control two-thirds of their assets by themselves without the assistance of an adviser.

Advisers can help clients demystify liquid alternatives with a digital education campaign from AllianceBernstein LP.

An enhanced version of BrokerCheck by the Financial Industry Regulatory Authority (FINRA) gives investors quicker access to investment professionals’ reportable events.

Edward Jones created FORCES last year to provide training and a compensation package to smooth the transition to a financial services career for veterans.

Regulatory changes and expectations of increased competition are redefining registered investment adviser (RIA) practices around the U.S.