Tag: Selling

Wellspring Advisor Group is the newest addition to the LPL Financial broker/dealer platform.

A new report from Kasina finds institutional asset managers, fund providers and insurers view the financial advisory industry as an area with strong growth potential.

Not just a 401(k) for nonprofits, 403(b) plans are a distinct world with unique challenges and a lot of complexity, advisers say.

A draft version of a White House memo and a new website are causing some sparks in the adviser community.

Assets held in private defined contribution plans are likely to surpass $6 trillion in 2018, according to an analysis from Cerulli Associates.

Total financial adviser headcount continues to decline despite strong asset growth for the advisory industry in recent years, according to Cerulli Associates.

If you are thinking about practice valuation, consider some steps to get it into the best shape possible for the highest valuation.

Learning about fiduciary best practices can help financial advisers build client trust and raise assets, according to a survey by fi360.

Pershing rolled out the Retirement Plan Network, which aims to help broker/dealers, investment advisers and registered investment advisers (RIAs) expand their retirement business.

Advisers should look to Millennials—even those who haven’t yet become wealthy—as the next promising and uncrowded market, a survey by TD Ameritrade says.

Plan Administrators Inc. launched the Co-Pilot 401(k) program, aimed at addressing the challenges faced by retirement plan investors and their advice providers.

The Securities and Exchange Commission (SEC) released examination priorities for 2015 in the shortest form ever: just five pages.

Emily Hooyman will oversee the process of onboarding new clients of The Retirement Advantage.

Consulting firm Mercer predicts advisers across retirement and wealth management channels will face some common challenges in 2015 as a lower-return environment takes hold.

A new career planning website from the CFP Board is designed to support both employers and job seekers in the financial advisory industry.

As individuals often lose employer-provided insurance benefits when they retire, it is important to consider what insurance is needed so they can retire comfortably and confidently.

Research from Cerulli Associates predicts the combined asset marketshare of independent advisers will surpass that of wirehouse advisers by 2019.

Acquisition of New York Life’s RPS business accelerates John Hancock’s expansion into the mid-case and large-case retirement plan markets.

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, appointed Tad Fifer as a national sales manager responsible for distribution of Lincoln’s annuity solutions.

An analysis from Hartford Funds finds U.S. investors are largely unaware of emerging digital financial advice models, and even practicing advisers don’t have much knowledge on the subject.