Tag: Selling

Strong market performance helped registered investment advisers (RIAs) increase practice revenues by 18% last year, and growth prospects are good for 2014.

Daniel Leger joined Akre Capital Management LLC as head of strategic planning and client services to help the firm expand its institutional investor business.

LPL Financial LLC, an independent broker/dealer and RIA custodian, added 360 Financial to its custodial and broker/dealer platforms.

A surprising one out of two people with a plan has a headache and needs help to solve it, says Stephen Davis of Guardian Retirement Solutions.

Accurately tracking practice metrics and documenting operating procedures are two ways firm owners can build value during the succession planning process.

TD Ameritrade Institutional revealed plans to develop and launch an “intelligent technology platform” for use by financial advisers.

TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.

A new program from TD Ameritrade offers registered investment advisers (RIAs) a turnkey solution for simplified development and management of qualified defined contribution retirement plans.

ING U.S. Inc., soon to be rebranded as Voya Financial Inc., named Stephen Keating as head of large corporate market sales for its retirement solutions business.

Americans tend to view defined contribution (DC) retirement accounts favorably, and they like the way DC contributions and withdrawals are taxed, research shows.

You’ve heard of financial capital, but do you know about relationship capital?

Markus Krygier joined Strategic Investment Group as a managing director.

Milliman Inc., a provider of actuarial and consulting products and services, has enhanced its retirement-related mobile applications.

The Wagner Law Group announced the additions of William Scogland to its new Chicago office and Ellen Stone to its existing Boston office.

Custodia Financial has added Erika Chavez to manage the company’s Retirement Loan Eraser program.

Last week, Verisight, Inc. announced it is acquiring retirement and benefit plan service provider DailyAccess Corporation and its subsidiaries.

Risk averse and relationship wary, the young investors of Generation Y view advice and advisers with some skepticism, according to research.

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.

Stadion Money Management has added a 401(k) managed account solution to Nationwide’s RIA Managed Accounts Services Platform.

Financial professionals working as outsourced chief investment officers (OCIOs) expect growing demand from non-pension clients in the coming years.