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Happiness is Owning a Small Business
If you’re a small business owner - and many advisers are - odds are you’re pretty happy about that decision.
IBERIABANK Launches IBERIA Wealth Advisors
The launch of IBERIA Wealth Advisors was announced by IBERIABANK, a subsidiary of IBERIABANK Corporation.
IMHO: The Duty To Ask
Last week I mentioned a revenue-sharing case that could have far-reaching implications.
Principal R/E Fund Queues Up Another Payment
Principal’s frozen real estate fund has made another payment.
What Are the Odds You’ll Run Short in Retirement?
According to the 2010 EBRI Retirement Readiness Rating (RRI), more than one-in-four Americans in the lowest income quartile could run out of funds after just ten years.
First Mercantile Expands Coverage in Houston
First Mercantile has appointed Travis Cox the regional sales director in the Southwest.
NY State Fund Sues BofA, Merrill
New York state Comptroller Thomas DiNapoli has filed separate suits against Bank of America (BofA) and its Merrill Lynch unit for losses connected with BofA’s purchase of Merrill...
Securian Trust Company Appoints New President
Securian Trust Company, N.A. announced that Sarah Monke was appointed president.
MPA Offers Managed ETFs in Schwab Access Program
Managed Portfolio Advisors (MPA), a division of Nataxis, has recently teamed up with Litman/Gregory to offer managed exchange-traded fund portfolios in Schwab’s Access program.
JP Morgan Retirement Taps Wittenbrook for Sales Post
J.P. Morgan Retirement Plan Services announced the appointment of Tim Wittenbrook as vice president and national sales manager.
Value of Retirement Benefits Sees Double Digit Decline over Decade
U.S. workers saw the value of their employer-sponsored retirement benefits - as measured by percentage of pay - decline by double-digit levels over a 10-year period ending in...
What Advisers Do Online
Financial advisers spend over 23 hours per week online at industry, social, and asset manager sites, according to a recent study by kasina.
AUL Picks RPAG Scorecard
Retirement Plan Advisory Group, (RPAG), an independent alliance of retirement plan advisors, says that the AUL Retirement Services division of OneAmerica will use RPAG’s Scorecard...