Tag: Training

In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.

National Financial Partners Corp. said it would begin providing resources for advisers to gain certification from the Centre for Fiduciary Excellence (CEFEX).

Focus Financial Partners’ firms will have access to Mercer’s research and intellectual capital, per an enterprise agreement. 

 TRUSTIVO announced it would add the Verified Expert program for advisers from Dalbar to its referral network.  

The National Institute of Pension Administrators (NIPA) is expanding its TPA Business Owner Resources to include the 401(k) Sales Champion Workshop.

401(k) Rekon has named Mike Ziccardi as director of strategic relationships.

Nuveen Investments is launching a business development program for advisers looking to expand their practice into the defined contribution retirement plan space.

eMoney Advisor, a provider of Web-based wealth management and planning solutions for financial advisers, has launched Ask eMoney, an online community for advisory firms.   

Retirement Plan Advisory Group (RPAG), a retirement plan practice management firm, has developed training videos for its adviser members.    

linkedFA, a social networking site for financial professionals, has hired Eric Levine as its Executive Vice President of National Sales. 

Invesco is adding a consulting series to its PlanForward program, designed to help advisers and consultants build a compelling value proposition and enhance their brand recognition.

The new fiduciary designation, Global Fiduciary Strategist (GFS), is being offered by 3ethos, a fiduciary training firm.

RidgeWorth Investments launched a Web site dedicated to helping financial advisers learn how to use online tools to grow their business.

If Mom told you to study computers, a new report indicates she was right.

Nationwide Financial has created a Web site to help advisers stay up-to-date on regulatory and legislative changes, after a survey it conducted found this to be one of...

Sixty percent of asset managers rely on their wholesalers to develop and manage their own business plans for their territories, according to kasina, but few firms provide the...

Advisor Group, an independent network for broker/dealers, will be offering its advisers access to SunGard’s Protegent Social Media Surveillance tool.  

A survey from the Insured Retirement Institute (IRI), in partnership with Cerulli Associates, examined asset manager and insurer attitudes toward the future of the variable annuity industry. 

eRollover has introduced eRollover for Advisors, an online marketing solution for financial advisers that will offer help about growing practices and provide member matchmaking services from the eRollover.com...