Client Service January 1st, 2024 Training New Advisers for Client Retention Newcomers need guidance from seasoned counterparts, but they should also be ready to jump in impromptu.
Client Service December 21st, 2023 Vestwell Raises $125M to Further Small Plan Push The Series D funding round will be used to expand retirement programs for small and emerging businesses, including state-facilitated plans.
Client Service December 19th, 2023 Doll Scores 50/50 on 2023 Predictions The market prognosticator said the predictions for 2023 were among his ‘worst years,’ after a widely predicted recession did not...
Client Service December 12th, 2023 Vanguard Bullish on 60/40 Model for Long-Term Savers A return to normalcy will make this time-tested stock and bond split work again in 2024, according to experts at...
Client Service December 11th, 2023 What’s Driving Heightened Plan Adviser RFPs? HR stability, along with advisory sector instability, are some of the reasons more plan sponsors are putting out adviser requests...
Client Service December 11th, 2023 The PLANADVISER Interview: Rita Fiumara, Financial Adviser, UBS Plan adviser Fiumara lays out the keys for an adviser to stay in front in a highly competitive marketplace.
Client Service December 8th, 2023 Nonqualified Compensation Accounts Back Online After Infosys Breach Plan and insurance accounts that had been shut down are available again, according to client accounts.
Client Service December 1st, 2023 Wilshire: Personalized Investing Is Future of DC Plans Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new...
Client Service December 1st, 2023 From In-House Referrals to Cold Calls: Strategies for Client Attraction Experts discuss how they create strategies to attract new clients.
Client Service November 27th, 2023 What the 2024 Election Will Mean for Advisers When it comes to retirement planning, expect increased attention on the fiduciary investment adviser proposal, contribution limits and tax cuts.
Client Service November 21st, 2023 Infosys Ransomware Attack Affecting Nonqual Plans Nearing Fix Account holder plans may be nearing reactivation, but are still on hold through at least November 27, according to a...
Client Service November 16th, 2023 Infosys Cybersecurity Event Disrupting Recordkeeper, Insurance Platforms T. Rowe Price, Vanguard, Principal, and Ascensus note ongoing system issues due to cybersecurity problem at US-based division of Infosys.
Client Service November 16th, 2023 Ascensus, Newport Nonqualified Platforms Hit by Infosys Cybersecurity Issue Ascensus and its Newport-owned nonqualified retirement systems have not been able to update participant accounts since November 2.
Client Service November 10th, 2023 Navigating ESG: Surveying the Landscape Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANADVISER event.
Client Service November 7th, 2023 RIAs Already Spread Thin, Even as Clients Want More Services, Fidelity Finds The firm’s RIA benchmarking survey revealed a drop in new client assets and identified an opportunity to be more ‘proactive’...