Tag: Practice management

USI Consulting Group launched a newly designed website (www.usicg.com).

Plan advisers should stress the importance of communication and planning, signaling that retirement is a time of empowerment—not a dismal single life event.

Householder Group, a network of 40 independent hybrid advisory practices, joined LPL Financial’s suite of broker/dealer and registered investment adviser (RIA) custodial platforms.

Institutional investment data and analytics provider eVestment issued a pair of retooled solutions for managing traditional and alternative investment strategies.

The House voted Tuesday to pass the Retail Investor Protection Act, which would delay any fiduciary updates issued by the Department of Labor (DOL) or the Securities and...

As rising debt levels push aside retirement savings, access to financial education and advice may be part of the solution.

ING Financial Partners (IFP), a registered broker/dealer and one of ING U.S.’s component companies, named Thomas Halloran as the firm’s president, effective November 18.

Two-thirds of advisers lack succession plans, Fidelity Institutional Wealth Services found.

WealthStation CompAct is SunGard’s financial planning tool that lets advisers produce results-based, holistic financial plans quickly, simply and interactively.

A personal financial planning website shows people how they can walk through their financial lives, starting with a career in their 20s all the way through retirement.

Investors who are younger and have less wealth are content with their financial advisers, but also quicker to leave them, according to Spectrem Group research.

A report from the Financial Industry Regulatory Authority (FINRA) scrutinizes  conflicts of interest in the broker/dealer industry to highlight effective practices to eradicate such conflicts.

 Motivating someone to plan for an event that is years or even decades away is difficult.

To advisers, it’s poor money habits. To sponsors, it’s inadequate participant engagement in the workplace retirement plan. But the result is the same: room for improvement.

Beyond the company website, an asset manager’s digital presence is critical, and three in five advisers judge asset managers by their Internet activity.

Financial wellness is getting more attention from plan advisers, according to speakers at a webinar by Financial Finesse, a provider of financial education services.

A planned expansion of approximately 200 advisers will give TIAA-CREF a total of more than 650 advisers in its individual advisory services group by the end of 2014.

Independent financial advisers Romaine Macomb and Theresa Donatelli joined independent adviser group office Northstar Wealth Partners (NSWP) alongside Ellie Kasimir, who will continue as the pair’s retirement plan...

Think small retirement plans aren’t worth your time? If so, you may be missing out on big opportunities.

They have yet to get around to it. Some say they just do not need to. A substantial number of investors have not developed a financial plan, Nationwide...