Search results for: SCO
LPL Offers Digital Marketing Solution for Advisers
Advisor Launchpad is now part of the LPL Vendor Affinity Program.
Advisers Targeting Older Millennials
Seventy percent of advisers are focusing on this age group.
Experts Advise Investors to Accept Short-Term Volatility
They point out that volatility is the price investors pay for potential returns.
Investment Product Launches for the Week
Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.
School Spending May Be Starting Later
With closets well-stocked with last year’s school supplies, back-to-school shoppers aren’t in a hurry to fill their baskets in August.
DOL Stands Firm on Fiduciary Rule Despite Negative Comments
With hearings ongoing in Washington, Labor Secretary Perez underscores commitment to fiduciary rule change in letter to federal lawmakers.
Record Companies Sued Over Pension Contributions
Several well-known music recording companies are named in a lawsuit tied to music streaming revenues and other sources of potential pension contributions.
RIA Industry Stats Show Client Base Growth, Challenges
Since 2014, RIAs have added 31,157 non-clerical jobs, a 4.3% increase.
Transamerica Launches Financial Educators Academy
The program enables people to become Certified Financial Education Instructors.
Fiduciary Rule Hearings Kick Off in Washington
There is perhaps no better venue than a marathon Labor Department hearing to show what practices and beliefs most divide an industry.
Retirement Industry People Moves
Among the week's people moves, Kimberly Shaw Elliott and Jay Bloom joined Independent Financial Partners, John Carbone and Matthew Goldberg signed on to Fred Alger Management, and Jessica...
Introducing a 'Frugal' 3(38) Advisory Services
Small-plan clients can now receive fiduciary investment advice at a “frugal” price, says Frugal Financial Retirement Plan Services.
Financial Engines Advice to Reach Wells Fargo Participants
The company’s suite of institutional retirement planning solutions will be offered to 401(k) plans recordkept by Wells Fargo.
Broadridge Added to LPL Vendor Affinity Program
Financial services tech provider Broadridge Financial Solutions has been named as a preferred LPL vendor.
trendspotting
Trendspotting
Annuities Seen as the Better ChoiceAn analysis of systematic withdrawals vs. annuities Art by Michela ButtignolAn academic analysis by Mark Warshawsky, a visiting scholar at the Mercatus Center at...