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Here are PLANADVISER's 2012 Top 100 Advisers—drawn from the pool of nominations for PLANSPONSOR's Retirement Plan Adviser and Adviser Team of the Year MORE
Join us in Chicago on June 4-6 for the seventh annual PSNC as we explore the most innovative strategies – from plan design to participant outcomes – that can make your retirement plan work better for your participants and you. MORE
May 16, 2012 -- Pulse Logic introduced a benchmarking tool to help plan advisers assess the services they provide and what fees are appropriate.
May 16, 2012 -- E-book consumers are more often choosing tablets, while e-readers drop in popularity, according to a book industry group survey.
May 16, 2012 -- Volatility is still a concern for individual investors, but they are willing to take on more risk, say advisers surveyed by Natixis Global Asset Management.
May 16, 2012 -- American workers realize they are behind in saving for retirement and are adjusting their expectations accordingly.
May 16, 2012 -- Great-West Retirement Services named Matthew Orozco regional sales director for the Midwest market.
May 16, 2012 -- Institutional investors are finding increasingly strategic uses for exchange-traded funds (ETFs), according to a study from Greenwich Associates.
May 16, 2012 -- The Department of Labor filed a complaint against Matthew Hutcheson of Eagle, Idaho, an independent fiduciary and plan trustee, for a violation of the Employee Retirement Security Act.
May 15, 2012 -- CPI Qualified Plan Consultants Inc. named Peter Wesner as the senior manager for the internal sales department.
May 15, 2012 -- Melinda Thomas joined Pensionmark Retirement Group at the firm’s new office in San Luis Obispo, California.
May 15, 2012 -- NFP Advisor Services Group published a study that tells advisers how to maximize the value of their practice across various time horizons in advance of succession.
May 15, 2012 -- The language advisers use is critical in reaching senior citizens to explain investment products, according to the research firm Hearts & Wallets.
May 15, 2012 -- The Principal Financial Group created an online resource to help plan sponsors understand the new retirement plan disclosure regulations.
May 15, 2012 -- Cohen & Steers released a white paper that discusses the merits of real assets—commodities, real estate and natural resources—in a defined contribution (DC) portfolio.
May 15, 2012 -- LPL Financial launched the Rollover Results Program, a platform for retirement plan advisers, plan sponsors and plan participants.
May 15, 2012 -- Putnam Investments named eight additions to its retail distribution team, including the promotion of existing staffers.
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Have you changed your broker/dealer in the past 12 months?
Interview with Jon L. Prescott, Chief Marketing Officer, CPI Qualified Plan Consultants, Inc.
Interview with Geoffrey Ward, National Director of MetLife Pension Resource Center.
Insights from the Retirement Plan Adviser and Adviser Team of the Year winners and finalists
PLANADVISER interview with Skip Schweiss, President, TD Ameritrade Trust Company