Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.
Many sales assistants offer their advisers a versatile and valuable business partner, and research shows assistants are interested in expanding beyond their traditional administrative role.
The world’s developed and emerging equity markets both lost ground in August, and have produced double-digit, negative returns over the past three-months, according to Standard&Poor’s.
Faced with overseeing a class action lawsuit that could have represented as many as 57,000 401(k) plans at the Principal Financial Group, a federal judge in Iowa has...
Millikin Mandt Associates, Inc. is offering what it calls “a very competitive†403(b) plan solution focusing on the small plan (fewer than 200 employee) marketplace.
The SPARK Institute released a question and answer Web page to address questions it received following the release of its “Best Practices for 403(b) Plans Information Sharingâ€″ Minimum...
Genworth Financial, Inc., expanded its service offerings in its wealth management business through Quantuvis Consulting, a practice management provider.
New research says rapid growth in unified managed accounts (UMAs) will be stinted if the need for industry standardization and automation isn’t addressed.
Financial intermediaries are continuing to adapt their business to meet the evolving needs of sponsors when it comes to qualified default investment alternatives (QDIAs).