Tag: Practice management

More than just cold calling, marketing and prospecting requires defining your brand and your value proposition, said Jason Chepenik, managing partner of Chepenik Financial.

Pricing raises myriad issues, including type of compensation model, what services are factored in, and if similarly sized plans might call for different fees. 

The Guardian Insurance & Annuity Company Inc. named Jasonn D. Potter regional vice president for its retirement plan sales team.

Bay Colony Partners, a retirement consulting group in Boston, was acquired by CAPTRUST Financial Advisors.

Redhawk Wealth Advisors Inc. selected ExpertPlan to provide recordkeeping and administrative services for the advisory firm’s qualified retirement plan business.

Forty percent of Canadians surveyed said they now expect to retire later than they previously planned.

Lauren Locker was elected national chairman of the National Association of Personal Financial Advisors (NAPFA) on August 31 to fill the recently vacated position.   

Sean Zent has been hired as a retirement plan consultant, opening an office in Buffalo, New York, for CPI Qualified Plan Consultants Inc.

Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.

Retirement confidence is high for both Baby Boomers and Generation X, according to a report from the Insured Retirement Institute (IRI).

Raymond James Financial Inc. is offering advisers Goal Planning & Monitoring (GPM), a financial planning software solution powered by MoneyGuidePro.

Workers value their employer-provided health and retirement benefits, but the tax incentives that support these benefits are being scrutinized.

Financial Telesis Inc. expanded its advisory team with the addition of ABD Retirement Services, a division of ABD Insurance and Financial Services.

Morningstar Inc. launched Morningstar Markets Commodities Edition, a platform for trading desks and risk managers with real-time and historical commodity and energy market data.

Minnesota-based OutsourceOne has partnered with Certifi Inc., a software and services company, to provide automated employee benefits data auditing services to employers.

As investors struggle with low interest rates, some are looking for strategies to achieve high-yield corporate credit returns without the volatility associated with the asset class.  

Retirement Benefit Solutions LLC offers a defined benefit (DB) pension funding methodology to assist pensions through the creation of a new life insurance asset class. 

Now seems like a popular time for lump sums, but according to a white paper from Goldman Sachs Asset Management, there is no one-size-fits-all de-risking strategy.

Average net transfer activity remained very low among defined contribution (DC) plan participants in July.

The professional retirement plan adviser profession will be fundamentally transformed during the next three years, according to a study from Diversified.