Tag: Practice management

After a pessimistic April, advisers showed more inclination to think positively about the economy and markets, according to WealthManagement.com’s Advisor Confidence Index.

A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.

Ann Schleck & Co. and ShoeFitts Marketing have teamed up to offer Voilá, a marketing and branding program for retirement plan advisers.

Farmers National Banc Corp. has agreed to acquire the retirement planning consultancy National Associates Inc. (NAI).

The acquisition of Citigroup Trust-Delaware N.A. by Reliance Financial Corporation was completed, and the new company is Reliance Trust Company of Delaware.

Marathon Retirement & Pension Consulting LLC (Marathon RPC) announced its entry into the small and mid-size retirement plan market.

The number of Americans reaching age 65 each year will continue to grow beyond the Baby Boomers, according to a trend analysis from LIMRA.

The Prudent Practices and Prudent Practices for Investment Fiduciaries handbook series were updated by fi360 to keep current on fiduciary guidance for investment professionals.  

Wilshire Consulting has added actuarial services to complement its investment advisory and outsourcing business.

Natixis Global Asset Management (NGAM) enhanced tools to help retirement plan advisers manage, improve and expand their practices.

As 403(b) plans continue to evolve, there are still ample opportunities for plan advisers to help plan sponsors improve their plans and processes.

The global strategies of 300 North Capital and Willowbridge Associates were added to the Altegris Macro Strategy Fund to enhance its potential to generate absolute returns.

A publication from Dechert LLP and RR Donnelley addresses advertising by registered investment advisers (RIAs) so they can keep compliant.  

Cetera Financial Group has debuted an unbundled, open architecture solution for advisers who serve as 3(21) fiduciaries to offer more customized advice to plan sponsors. 

VestmarkONE Advisor was rolled out as a solution offering flexibility and intuitive design that lets financial advisers manage all fee-based advisory accounts.

What are the best ways to go about attracting advisers to a firm when it is looking to expand?

Shelia Reed joined ASPire Financial Services LLC as senior vice president and chief marketing officer.

Retirement plan industry training from a partnership of firms and industry organizations is intended to help advisers maintain and grow their retirement plan practice. 

Richard K. Ciccione was hired as a consultant by LCG Associates Inc., an investment consulting firm headquartered in Atlanta.

A free, online conference for financial professionals to promote alternative investing education is being hosted by RIA Database and ETF Trends on May 15.