Altigro Merges with IPA Northeast
Altigro Pension Services Inc., a retirement consulting and administration firm, announced its merger with IPA Northeast LLC.
Tag: Workplace
A Speedier Rate of Growth in AUM Is Anticipated
Advisers are gearing up for growth with technology investments, customer service and training, according to a survey by TD Ameritrade.
Adviser Efficiency Stems From Integrating Systems
Advisers need to integrate workflows, technology and human capital, according to a white paper from Fox Financial Planning Network (FFPN).
Matrix Financial Releases ERISA Practice Guide
In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.
Advisers Continue Going Independent
Among the primary reasons advisers join existing registered investment adviser (RIA) firms are freedom and the potential for greater income.
Advisers Need to Automate Workflows
Financial advisers need to create a Starbucks client experience to drive profitability and growth, according to a white paper on client service.
Technology Still Challenges Advisers
Advisers rank acquiring the right back-end resources and technology as a top business challenge, according to the 2012 Scottrade Advisor Services RIA Study.
LPL Raises Broker Fees—Again
Broker/dealers in the LPL Financial LLC network will pay an extra $250 annually in fees for errors and omissions (E&O) insurance.
CRM Helps Advisory Firms Deliver Consistent Brand
Customer relationship management (CRM) software is not just “contact management on steroids,” according to a source at Schwab.
PANC 2012: Best and Brightest
The PLANSPONSOR 2012 Retirement Plan Adviser of the Year and Adviser Team of the Year shared some information about practice management in a final conference session.
PANC 2012: Team Building
“We consult with advisers on best practices,” Anders Smith, senior vice president, national sales manager, DCIO and strategic platforms at Nuveen Investments, told conference attendees.
practice management
Growing Pains
As an adviser’s business grows, a key concern is whether to grow organically or through deals or partnerships
Risky Business: Employees Habitually Careless With Laptops
Ever wonder just how carefully employees treat their work laptops?
TD Ameritrade Enhances iRebal Rebalancing Software
Enhancements to TD Ameritrade Institutional’s rebalancing software allow advisers to submit trades from iRebal directly to Veo, saving time and reducing risk.
401(k) Eligibility a Key Factor in Retirement Readiness
Being eligible to participate in a 401(k) is critical in closing the retirement savings gap for Generation X, according to the Employee Benefit Research Institute (EBRI).
When Gas Prices Change Your Life
It’s no secret that Americans love complaining about gas prices, but what is the actual tipping point?
GAO Recommends Retirement Plan Outreach to Small Employers
The Government Accountability Office (GAO) recommends the formation of an interagency task force to coordinate existing research, education and outreach efforts to foster small-employer retirement plan sponsorship.
intro
Leaders of the Pack
In this issue, I am once again pleased to honor a leading pack of retirement plan advisers.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Survey Finds Retirement May Be a Thing of the Past
A survey shows 57% of workers age 60-plus said they will look for a new job after retiring from their current company.