RIA in a Box, a registered investment adviser (RIA) consultancy firm, has partnered with Lloyds of London and the North American Professional Liability Insurance Agency (NAPLIA) to provide errors...
A new survey of employees and managers finds workers want supervisors who guide them with clear goals and provide them with the motivation and tools to get there.
Every adviser needs a plan – but what sort of plan are we talking about? An investment plan? A benchmarking plan? And how short- or long-term should a...
Chris Schneeman, Mark Boser, and Steve Sawyer of SevenHills Plan Advisors are joining the Retirement Plan Advisory Group (RPAG), using Financial Telesis, Inc. (FTI) as their broker/dealer.
Fifty percent of U.S.-based financial services professionals are expecting higher bonuses for this year’s performance as compared to last year, according to a new survey.
Former Mercer outsourcing principals Peter Gosselin, Shawn Charles, and Julie Doran have formed Gosselin Consulting Group LLC, an independent, full-service institutional investment consulting firm.
Independent registered investment advisers (RIAs) who have a strong, hands-on approach to technology are seeing more benefits than RIAs who spend more money on technology, yet use it...
Plan Fiduciary Services, Inc. is sponsoring the Affiliated Employers Retirement Savings Plan, a multiple-employer plan it says will lower plan administration costs.