Tag: Practice management

A registered investment advisory, ACI Capital Group LLC, was formally dissolved Friday.

It is increasingly being used as a business tool, but users can run into compliance issues on social media when they tweet or post an update.

Cetera Financial Group has agreed to purchase Tower Square Securities and Walnut Street Securities from MetLife Inc.

Retirement benefit decisions can no longer be made without factoring in health care, according to a source at Manning & Napier.

Middle-class Americans need professional financial advice, but many do not think they can afford it, a NestWise source says.

Americans are taking on more risk than they would prefer, according to a study by Northwestern Mutual.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

Aston Asset Management LP partnered with Lee Munder Capital Group LLC to debut a mutual fund, the ASTON/LMCG Emerging Markets Fund.

Charles Schwab released the Android version of its Schwab Advisor Center app for independent investment advisers who work with Schwab Advisor Services.

Using online calculators and retirement advisers has been linked to higher levels of retirement confidence.

As the industry talks about moving away from traditional benchmarks; how plan sponsors benchmark their plans was the subject of a panel discussion for advisers.

Even with recent guidance from regulators about the correct use of social media, advisers still have plenty of questions about compliance.

Clients sometimes wander away from the investment policy statement because of distorted perceptions of market volatility, Russell Investments found in an adviser survey.

Mesirow Financial Investment Strategies’ Fiduciary Partnership Services are now available through Vanguard Retirement Plan Access.

The Future of Finance Project’s aim is to shape financial services into a more trustworthy industry.

Women of color, even those with access to employer-sponsored plans, are not prepared for retirement, a survey indicates.

Advisers may think they are recommending the best products, but what do their clients think of the advice?

Eric Dyson has joined USI Consulting Group as vice president of retirement services.

Paul Myers has joined Mercer as principal in the communications practice of the firm’s talent business.