Tag: Practice management

ERISA Fiduciary Advisors (EFA) affiliated with Retirement Plan Advisory Group (RPAG), the largest independent practice management firm in the country.

Financial services corporation Securian Retirement unveiled a no-cost fee benchmarking service.

Fewer investors are contributing anywhere near the maximum to retirement accounts, which means an opportunity for advisers to educate plan participants about investing during a tough economy.

VisionPoint Advisory Group joined LPL Financial’s suite of broker/dealer and hybrid registered investment adviser (RIA) platforms to support its commission and private client fee-based business.

It can make good sense for an adviser to share plan responsibilities when it is likely to lead to improved outcomes or reduced costs.

Advisers who include corporate services and executive benefits as part of their standard offerings to executive-level clients are better able to win the right to also manage those...

Participants want advice they can trust, often feel they can’t afford it and take positive action when they get it, a survey found. 

Zywave expanded its NaviPlan financial planning tool with more cash management and client reporting features, among others.  

The American College of Financial Services created the Financial Services Certified Professional (FSCP) designation, which seeks to help advisers understand client concerns.

The Financial Industry Regulatory Authority (FINRA)’s board  approved a proposal requiring brokers to disclose compensation paid as an incentive to move to a new firm.

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.

“While we as advisers understand a lot of pieces of the puzzle, the plan sponsor doesn’t,” Keith Gredys, CEO and president of Kidder Benefits Consultants Inc., told attendees...

Ameritas Investment Corp. has selected National Financial to serve as the sole clearing and custody provider for its broker/dealer brokerage services.

Many retirement plan participants, especially those with lower incomes, are overwhelmed by projections of how much they need to save, and they feel powerless to do anything about...

Jeff Fuhrman was named chief operating officer and chief financial officer of LLBH Private Wealth Management LLC, an independent wealth management firm.

Most American households do financial planning, but the extent varies greatly, according to research by the Certified Financial Planner Board of Standards (CFP Board).

Having a support group is key to building an adviser’s practice.

The Principal Financial Group unveiled a tool that lets advisers help small-business owners see how they stack up against their competitors in benefits offerings.