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PANC 2015 Kicks Off in Orlando |
Visit the Retirement Resource Center to catch up on topics to be discussed at the ongoing 2015 PLANADVISER National Conference.
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PANC 2015: Top Trends |
Taking a more holistic view of benefits, coping with the “longevity disconnect” and improving pension risk management were topics for retirement industry experts at PANC 2015.
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Millennials Must Understand Both Sides of Balance Sheet |
Many Millennial workers show a healthy focus on paying down debt—student debt especially—but their actions reveal little appreciation for opportunities on both sides of the balance sheet.
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Advisers Outline Business Challenges |
Market volatility is the leading challenge to the growth of advisers’ businesses, according to findings in the Natixis 2015 Financial Advisor Survey, sparking them to use investment strategies that can provide stability and balance risk in up and down markets.
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Two Private Equity Firms Will Acquire Ascensus |
Genstar Capital, a San Francisco-based middle-market private equity firm—which, among other companies, is an owner of Asset International, Inc.—and Aquiline Capital Partners, a New York-based private equity firm investing in financial services, have entered into a definitive agreement to acquire Ascensus from J.C. Flowers & Co.
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Pensionmark Onboards Rogers Financial Group |
Rogers Financial joined Pensionmark after more than two decades in the retirement specialist advisory industry. The recent affiliation becomes Pensionmark’s first office in Washington, D.C.
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LPL Financial Adds Benchmarking Capabilities |
David Reich, LPL executive vice president and head of Retirement Partners, says including Fiduciary Benchmarks as an integrated offering within the LPL Retirement Partners tool suite “is consistent with our goal to leverage LPL’s size and scale to our advisers’ advantage.”
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