Client Service July 8th, 2015 Being an Information Intermediary an Opportunity for Advisers Advisers can leverage the array of information available to clients to show their value.
Products July 8th, 2015 FSI Tool Connects Advisers to Congress The Financial Services Institute wants to help advisers contact the legislators most likely to respond to their appeals.
Products July 8th, 2015 Participant Behavior Informs Empower’s New Website Based on an analysis of participant behaviors, Empower Retirement has built a new website for participants.
Products July 7th, 2015 John Hancock Cuts Investment Expenses Again Reductions of up to 26 basis points or up to 38% per fund vary by fund.
Products July 2nd, 2015 Benefits Tool Can Forecast Medicare Expenses Cowden Associates has introduced Retirement ComprehensiveCast.
Client Service July 2nd, 2015 When Onboarding New Participants, Keep It Simple New ways to get younger employees engaged with the retirement plan—and keep them there.
Client Service July 1st, 2015 Plan Adviser Satisfaction Does Not Equal Loyalty A survey finds retirement plan sponsors are very satisfied with their plan advisers, but that doesn’t mean they aren’t open to switching to a different one.
Products July 1st, 2015 Hartford Funds Launches ‘Summer School’ Video Series The eight videos aim to teach advisers about client issues.
Products June 30th, 2015 Fidelity Offers Fiduciary Services Advisers and sponsors have three investment support providers to choose from.
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.
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.
Client Service June 26th, 2015 Finding the Starting Point Deciding where to start is a critical and challenging part of serving retirement plans.
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.
Products June 25th, 2015 Morningstar Compares Active vs. Passive Performance The inaugural Active/Passive Barometer report shows that passive investing trumps active.
Products June 25th, 2015 CLS, Riskalyze Roll Out Autopilot An automated asset management platform from CLS Investments and Riskalyze is now live.
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.
Products June 24th, 2015 Paycor Unveils 401(k) Plan Administration Service Cloud-based benefits solutions provider Paycor launched a new support service for 401(k) plans.
Products June 23rd, 2015 S.F. Firm Rolls Out Simplified 401(k) Solution ForUsAll has created a simple and inexpensive 401(k) product for small businesses with 3(16) and 3(38) fiduciary services.