In Practice June 29th, 2015 Edward Jones, Transamerica Form Distribution Partnership Edward Jones advisers will sell Transamerica retirement solutions.
Products June 29th, 2015 Portfolio Service Helps RIAs Enter Institutional Market Charles Schwab released an automated investment management platform to help RIAs reach new market segments.
Deals & People June 26th, 2015 GRP Expands Alliance with Four Firms Baystate Fiduciary Advisors, Wharton Hill Advisors, Strategic Retirement Group and Ingham Retirement Group are the newest members.
Products June 26th, 2015 John Hancock Offers LPL’s Advice Tool Web-based, it also enables participants to engage with an adviser directly.
Products June 26th, 2015 Advisers Must Reconstruct Sponsors’ Retirement Plans Axia Advisory urges advisers to introduce best practices.
Deals & People June 26th, 2015 OneAmerica to Acquire BMO's U.S. Retirement Business The acquisition will increase OneAmerica’s assets under administration by approximately $26 billion.
Client Service June 26th, 2015 Finding the Starting Point Deciding where to start is a critical and challenging part of serving retirement plans.
In Practice June 25th, 2015 Battening Down the Hatches Against a Data Breach Retirement plan advisers and plan sponsors share some concerns about data security, but advisers are especially worried.
Client Service June 25th, 2015 Why Your Clients Should Institutionalize Their DC Plans The “retailization” of 401(k)s and other plan types has sold participants short, experts say.
Data & Research June 25th, 2015 Independent RIAs Bullish on Their Future The majority of registered investment advisers believe their businesses will grow at a faster rate than the market.
Data & Research June 25th, 2015 State Retirement Desirability Ranking Reveals Surprises Being considered a top state to retire in is desirable for any number of reasons—but only one state gets to brag about being No. 1.
Products June 25th, 2015 Morningstar Compares Active vs. Passive Performance The inaugural Active/Passive Barometer report shows that passive investing trumps active.
Data & Research June 25th, 2015 More Americans Delaying Retirement Financial constraints are also causing many to delay a wide number of major life events.
Data & Research June 25th, 2015 Gen Y Concerned About Retirement Savings Safety They want safety from market volatility, and they don’t think Social Security will be there for them.
Products June 25th, 2015 CLS, Riskalyze Roll Out Autopilot An automated asset management platform from CLS Investments and Riskalyze is now live.
Diversions June 25th, 2015 3D Prosthetics? Yes! But Hold the 3D Steak More people would rather use a prosthetic limb (77%) than eat a piece of food (23%) if both were both produced on a 3D printer, a survey finds.
Compliance June 24th, 2015 Senate Joins House in Effort to Defund Fiduciary Rule A committee approved an appropriations bill that would restrict the Department of Labor in its fiduciary rule efforts.
Data & Research June 24th, 2015 Advisers Need to Step Up Senior Benefits Game Only 36% of advisers provide guidance on Social Security, Senior Market Sales says.
Client Service June 24th, 2015 Couples Not on the Same Page When it Comes to Finances The majority of couples believe they communicate effectively when it comes to finances, but a new study shows otherwise.
Compliance June 24th, 2015 IRS Publishes NQDC Plan Audit Guide The guide for examinations agents serves as a reminder of NQDC plan rules.