Practice Management

Is social media the next step in marketing? Or is it a means to connect with participants? These and other questions were discussed at the PLANADVISER National Conference...

With fee disclosure rules leading many to predict fee compression for advisers, how can you justify charging more than the average? What does it take to become “the...

A recent study shows a significant number of retirement plan advisers plan to ramp up their retirement income planning practices over the next few years. 

Nearly half (48%) of retirement plan participants who rolled balances into IRAs in the past two years chose their rollover institution based on if they already had an...

Small-market 401(k) plan sponsors who have a clear understanding of the roles of their provider team members are more likely to be satisfied with their providers than those...

Recent market volatility will be a major test of broker/dealers’ home office-driven model portfolios, according to an upcoming report from consultant kasina.

Benefits brokers and consultants appear optimistic about the future of their firms and see a host of opportunities to provide increasing value to their clients, a MetLife survey...

Cerulli's upcoming report on the Defined Contribution Investment Only (DCIO) marketplace attributes the legacy of DCIO as a retail business on the fact that individual investors have largely...

Sixty percent of asset managers rely on their wholesalers to develop and manage their own business plans for their territories, according to kasina, but few firms provide the...

Mega defined contribution plan sponsors, whose plans have $500 million or more in assets, are focused on a unique set of factors when selecting a new asset manager...

While DCIO (Defined Contribution Investment-Only) assets continue to grow at a healthy pace, the industry is entering the early stages of maturity, according to a recently released study...

A recent report suggests that asset managers need to be using digital media to attract registered investment advisers (RIAs).

Effective methods for determining and benchmarking retirement readiness for plan sponsor clients. 

Panelists at the recent PLANSPONSOR National Conference all agreed that before doing a search for a new retirement plan provider, sponsors need to clearly define their goals.

There’s always a lot of talk about how to improve participant behavior in a retirement plan, but sometimes it’s the plan sponsor that “misbehaves.”

The non-qualified deferred compensation plan marketplace has changed from what it was years ago.

Qualified Default Investment Alternatives (QDIAs) are not a “get out of jail free” card for fiduciary liability.

Multiple employer plans (MEPs) can provide not only business growth for advisers, but can also help close the coverage gap in America, said Jim Kais, vice president and...

A recent report from Financial Research Corporation (FRC) reveals that sub-adviser firms polled say their primary source of manager search information is the manager itself.

Bank of America is hiring advisers to cater specifically to the “Preferred customer” segment of Bank of America’s client base - those with investable assets of $50,000 to...