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The More Family Money, the More Complicated it Gets
Wealth management in high-net-worth families is complicated by relationships, and the vast majority of families believe a session with a financial adviser would benefit their children, a study...
Council Examining Practices for Outsourcing Plan Services
The Department of Labor’s (DOL) ERISA Advisory Council is examining practices for outsourcing employee benefit plan services.
First Allied Securities Releases Pentameter Portal
Independent broker/dealer firm First Allied Securities Inc. launched the new Pentameter practice management portal and integrated business consulting process for financial advisers.
Firm Rolls Out Recordkeeping Platform for K-12 403(b)s
FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has rolled out its Investment Provider Xchange (IPX) platform.
OneAmerica Reshuffles Sales Structure
The companies of OneAmerica have implemented a new three-region sales and distribution structure for retirement services.
DC Provider Moves Seen as Response to Industry Needs
Big mergers and acquisitions have altered the defined contribution (DC) retirement plan industry in recent years, leading some to ask what it all means for sponsors and advisers.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Invesco Adds Cost Comparison Tools to Plan Analyzer
Invesco has updated its DC Plan Analyzer application to include detailed cost benchmarking capabilities that allow advisers to deliver plan expense comparisons directly to sponsor clients.
Commonwealth Releases New Client Dashboard
Commonwealth Financial Network launched a new client management dashboard, Client360°, to help financial advisers unify client information and streamline access to planning tools and accounts.
Sage Advisory Services Launches Custom LDI Solution
Sage Advisory Services, an Austin, Texas-based asset manager, released a liability-driven investing (LDI) solution tailored for small pension plans.
TRA Introduces Premier Advisor Group Program
The Retirement Advantage, Inc. (TRA) launched a new program that provides enhanced operational and business development services to qualifying adviser partners, as well as discounted pricing for sponsor...
SCOTUS Rules Inherited IRAs Not Exempt in Bankruptcy
The Supreme Court of the United States (SCOTUS) upheld a lower court’s determination that inherited individual retirement accounts (IRAs) do not share the same bankruptcy protections as self-funded...
Last Defendant Settles in N.Y. ‘Pay-to-Play’ Case
A final judgment was entered against Saul Meyer in the enforcement action that arose from New York’s retirement fund corruption scandal.
Few Participants Examine Retirement Health Care Costs
Nearly three-quarters (71%) of affluent pre-retirees have not determined their most sensible Medicare option.
Standish Names Client Portfolio Manager
Scott D. Zaleski was named client portfolio manager, a newly created position, at Standish Mellon Asset Management Company LLC.