Tag: Practice management

The investment lineup of Security Benefit Corporation’s EliteDesigns variable annuity has been expanded by 71 fund options to help advisers manage market volatility.

GPS Select Solutions, a suite of multi-strategy solutions, was rolled out by Genworth Financial Wealth Management (GFWM). 

Putnam Investments announced a new leadership structure for its global asset allocation (GAA) investment organization.

HealthView Services has introduced HealthWealthLink software to help Baby Boomers plan for potentially devastating health care expenses in retirement.

Investors put more trust in advisers than they do in financial firms overall, according to research from Cerulli Associates.

Mergers and acquisitions for registered investment advisers (RIAs) saw a 30% rise in the total value of transactions year over year, according to Schwab.

Fiserv announced that Lincoln Financial Group is the first client to make use of its new retirement income technology, Retirement Illustrator.

An alternative investment educational series begins in Los Angeles with a keynote address by Jeffrey Gundlach, the chief investment officer of DoubleLine Capital.

More Canadians are managing their portfolios online, according to research from TD Direct Investing.

In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.

A college savings-themed desktop calendar can be used as a tool to start conversations with clients and highlight the benefits of 529 savings plans.

 Brett Meili was hired as legal counsel to support U.S. Bancorp Fund Services’ alternative investment products and services division.   

A product education platform from CANNEX provides annuity and retirement income educational tools for advisers to use with clients in planning retirement income.

Change will continue to dominate business practices in the sixth year since the financial crisis,  according to a report from Aite Group.

Assets grew 19.1% in 2011 for advisers registered both as registered investment advisers (RIAs) and as brokers, Cerulli found.

BCG Securities Inc. (BCGS), a broker/dealer and advisory firm, unveiled an adviser recruitment video.

Human resources consultant Findley Davies Inc. has acquired the assets of Columbus Retirement Administrators.

Market76 rolled out the latest version of its adviser customer relationship management (CRM) platform, which fine-tunes mobility, data analytics and optimization, and collaboration.

On a steady course of expansion, CAPTRUST Financial Advisors in Raleigh, North Carolina, has acquired Freedom One Financial Group in Clarkston, Michigan.

BCG Securities unveiled a newly designed website for plan sponsor clients.