Tag: Selling/Practice Management

Cerulli Associates does not anticipate a slowdown in adviser-mediated rollover activity in the foreseeable future—whether or not a strengthened fiduciary rule is approved by the DOL. 

Executives discuss how to move beyond just assessing assets under advisement to properly gauging services, time, effort and fees.

The rapid progress of tech advances has brought a dizzying array of applications and software that helps plan advisers to be more efficient and profitable.

Moving down market can be lucrative, executives say.

Advisers play a vital role in helping plan sponsors navigate the changing retirement landscape.

Relationships, conviction and the right approach (and perhaps a round of golf) are key to getting that referral. 

Executives provide practical and legal tips for adding wealth management to your practice.

Executives discuss the key questions advisers should ask plan sponsors every year.

The choices for retirement plan advisers to find support in the form of home office are increasing.

Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor...

Taking a more holistic view of benefits, coping with the “longevity disconnect” and improving pension risk management were topics for retirement industry experts at PANC 2015.

Pensionmark and CAPTRUST executives talk about their strategic partnership.

Younger investors are especially interested in learning more about other products.

Cerulli outlines DCIO firms’ top concerns regarding retirement specialist adviser demographics. 

The number of Generation Xers considered affluent is now higher than the number of Baby Boomers. 

It’s not for everyone, but one advisory firm founder says most retirement specialist colleagues are well suited for the move to independence. 

More assets and new clients gained by using social media, and it’s not just LinkedIn.

Already controlling half of the assets in the adviser-sold DC marketplace, according to Cerulli Associates, retirement specialists are turning up the heat. 

In the digital world advisers do things differently, depending on their type.

The latest research from global analytics firm Cerulli Associates finds that the advisory industry’s external wholesaler headcount will begin to decline through 2020.