Tag: Practice Mgmt

The risk management firm has released R-Squared Risk Solutions, tools to manage and forecast portfolio risk.

The type of adviser you are—fiduciary or nonfiduciary—dictates your business model, said Brad Campbell, counsel in Drinker Biddle & Reath’s Washington, D.C., office and speaker at the PLANADVISER...

Never has the industry seen such potential for change, Marcia Wagner, president of The Wagner Law Group, told attendees at the PLANADVISER National Conference in Orlando, Florida.

Private equity, private real estate and real asset investment managers are now able to submit qualitative and quantitative performance information through Wilshire’s Compass Portal.

While there have been many studies on the causes of the Great Recession, a new report analyzes the cost of it.

Bruce Graham joins the firm as vice president and financial adviser in the firm’s newest office in Greenwich, Connecticut.

Harry Dalessio of Prudential Retirement talked about leadership, communication and tapping into humanity. 

Mercer appointed Deb Clarke as global head of Investment Research.

What happens on the first day of retirement? Prudential Financial Inc. shines a light on participant stories with the Day One target-date funds (TDFs).

Participants say day-to-day expenses stand in the way of retirement savings, and Putnam Investments is responding with access to financial wellness services.

Research from Vanguard's Center for Retirement Research examines how the adoption of index target-date strategies has transformed the composition of defined contribution (DC) plans.  

The Securities and Exchange Commission (SEC) charged an Indiana resident and his company with defrauding investors in a Ponzi scheme that targeted retirement savings.

The American Society of Pension Professionals & Actuaries (ASPPA) sent a comment letter to the Internal Revenue Service (IRS) about the definitions of vesting and severance for pre-approved...

Pentegra Retirement Services introduced new features to its “Building Blocks for Retirement” campaign.

An analysis from New York Life found the average contribution rate for participants who have taken loans from their 401(k) plans is 5.63%, compared with 7.23% for participants...

Funding levels of pension plans sponsored by S&P 1500 companies continued a strong rebound in 2013.

The American Society of Pension Professionals & Actuaries (ASPPA) is asking for changes to ease correction burdens for retirement plan sponsors.   

The institutional, personal retirement and preferred segment solutions teams are being folded into one organization at Bank of America, and named retirement and personal wealth solutions.

Benefit Advisors Network has named Bannockburn, Illinois-based GCG Financial in Bannockburn, Illinois, as its newest member.

The three common risks of retirement—longevity, inflation and the risks of the marketplace—need to make room for a fourth one, according to Alison Salka, corporate vice president of...