As if there wasn’t enough uncertainty swirling around the financial services industry at present, the Securities and Exchange Commission (SEC) wants to make changes to...
The Retirement Plan Advisory Group, (RPAG) has rolled out a solution that it says could cut completion time on Requests for Proposal (RFPs) from several days...
Most (68%) registered investment advisers (RIAs) said they have increased the number of clients over the last six months, up 13% over the previous quarter, according to a...
While most surveyed registered investment advisers (RIAs) said succession planning is important to their clients, less than half of RIAs have a formal plan.
The Principal Variable Universal Life Income II aims to help owners address both a desire to growth their business and business stability, the company said.
Commonwealth Financial Network has released Commonwealth CRM 4.0, the latest version of the independent broker/dealer and registered investment adviser (RIA)’s proprietary contact management system.
Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said advisers on its platform will now have the option to custody with Pershing Advisor Solutions.
Great-West Retirement Services has appointed Gary Biesiadecki as regional director for the organization’s central U.S. Public/Nonprofit (PNP) business, effective May 16.
Pensionmark Retirement Group, a National Retirement Partners (NRP) member firm, has added offices in Houston, Boston, and Austin through its Advisor Support Program (ASP).
MG Advisory Services, LLC, a subsidiary of Matrix Financial Solutions, Inc., will add vWise Inc’s SmartPlan Advisor, a communication and education solution, to its platform.