Tag: Practice management

A program designed to help retirement plan advisers demonstrate their value and build stronger client relationships was launched by John Hancock Funds.  

A report from S&P Dow Jones Indices reveals record pension and other post-employment benefits (OPEB) underfunding for the S&P 500 companies.

Achaean Financial said that Shlomo Benartzi, an authority on behavioral finance, has agreed to serve as the firm’s first academic adviser.

Kravitz’ 2012 National Cash Balance Research Report indicates a 21% annual increase in new cash balance plans, almost double the previous year's 11% growth rate.

Risk parity is used by defined benefit plans to protect against downside risk, but “there’s no reason DC sponsors shouldn’t use it,” Invesco noted.

The mutual funds of Sentinel Investments have been added to the CPI Qualified Plan Consultants retirement plan platform.

Practice management seminars and informational materials are among the supports The Hartford rolled out for advisers to explain 401(k)...

 Cheryl Courtney was named regional vice president of the western territory for Ascensus, a provider of retirement plan solutions.   

Financial education improves plan participants’ knowledge and awareness about saving for retirement. 

Independent advisers are scanning the horizon for new clients to maintain growth in an uncertain economy, Charles Schwab’s benchmarking study found.

Plan sponsors should avoid using “jargon” investment language that some participants do not understand, even terms that would seem to be common knowledge, such as “equity.”

National Financial Partners Corp. (NFP), a provider of benefits, insurance and wealth management services, acquired Fusion Advisor Network, a practice management and consultant to advisers.

The SEC is better suited to oversee independent advisers, the National Association of Personal Financial Advisors argues.

Uzurp.com opened its financial adviser and registered investment adviser (RIA) databases to the public, for the same annual subscription rate as businesses of $999 a year.

 John Hancock Life Insurance’s Advanced Markets Group developed two technology tools for funding retirement appropriately, and helping project estate values and taxes.   

The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by 401(k) and 403(b) plan sponsors looking to select an adviser.  

The company, Savant Capital LLC, will provide strategic advantages and efficiencies, and have nearly $2.7B assets under management.

Assets in employer-sponsored retirement plans, IRAs and annuities totaled $17.9 trillion at year-end 2011, up slightly from 2010, according to the Investment Company Institute (ICI).

Allianz Life Insurance Company of North America created a planning tool to give investors and advisers a “framework for a retirement income strategy.” 

High-net-worth women put a high premium on performance and personalization from their financial advisers, a survey by Schwab Advisor...