Tag: Practice management

 Focus Financial Partners LLC launches industry-wide succession planning solution.   

An adviser-focused program for volatility management, income generation and perspectives on the market (VIP) was unveiled by Pioneer Investments.

Financial Engines promoted Larry Raffone to president.

The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.

 Linking technology to business needs is essential for true integration, yet many advisers still struggle with identifying a fully integrated solution.     

Fifty-six perfect of investors polled by ING said saving for retirement is harder than running a marathon.

John Lefferts joined Lion Street’s management team as president of Lion Street Financial and Lion Street Advisors. 

Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.

AllianceBernstein enhanced its FastTrack presentation with new data and input from plan sponsors and plan participants.

 A free iPad app from Invesco gives advisers access to investing capabilities.   

Individuals are more likely to implement a financial change when there is an explicit investment recommendation versus general guidance.

Arnerich Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”

The mass affluent are expressing less anxiety about retirement and health care costs than they did six months ago.

OppenheimerFunds unveiled CEO Advisor Institute, a program designed to teach advisers to think like chief executives but continue to engage as trusted global advisers.

A growing number of financial advisers are embracing social media to acquire and service clients, but perceive the return on investment as mediocre, a survey found.

 Commonwealth Financial Network introduces Four-Corner Marketing, an online tool to provide advisers with access to preapproved materials to strengthen client relationships and market to prospects.   

Bill Cavalier was promoted to director of broker/dealer relationships at CPI Qualified Plan Consultants Inc.

High-net-worth younger investors, or accumulators, could be a key market for advisers, according to a study by the research firm Hearts & Wallets.

Jaron Havens has been appointed manager at Baden Retirement Plan Services, an Acensus company.

Most advisers believe the American Dream is alive, but that Millennials will have a harder time attaining the economic status of their parents, a study found.