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Community Engagement and Next Gen Adviser Recruiting
Working Texas Tech University, Advisor Group has published a new survey examining how young professionals entering the advisory filed think about their current work and future career prospects;...
Nearly Three-Quarters of Boomers Want to Delay Retirement
More than three in 10 have no retirement budget.
2018 RPAY – Sentinel Pension Advisers, Inc.
PA: How is your team/process/structure unique? How has it evolved? Where will you be in five years?Sentinel Pension Advisers is a CEFEX-certified, federally registered investment advisory (RIA) firm....
2018 RPAY – MRP
PA: Tell us about your practice and how you and your team members got into advising retirement plans.I started in the retirement plan consulting business in 1991 where...
2018 RPAY – Everhart Advisors
PA: Tell us about your practice and how you and your team members got into advising retirement plans.Everhart Advisors was founded in 1995 by Scott Everhart and since...
2018 RPAY – Plan Sponsor Consultants
PA: Tell us about your practice and how you and your team members got into advising retirement plans.Having sold my financial planning firm to a large institutional firm...
2018 RPAY – The J&R Group of Merrill Lynch
PA: Tell us about your practice and how you and your team members got into advising retirement plans.We are a tightly knit group of 11 professionals working together...
2018 RPAY – Francis Investment Counsel
PA: Tell us about your practice and how you and your team members got into advising retirement plans. It all started in the 1980s, when 401(k) plans were just...
2018 RPAY – Ascende Wealth Advisers, Inc.
PA: Tell us about your practice and how you and your team members got into advising retirement plansAscende Wealth Advisers, Inc. (AWAI) was founded by Ascende on February...
2018 RPAY – UBS Retirement Plan Consulting
PA: Tell us about your practice and how you and your team members got into advising retirement plans.Our team relies on three core strengths: We are experienced, disciplined...
2018 RPAY – MHK Retirement Partners
PA: How is your team/process/structure unique? How has it evolved? Where will you be in five years?What makes MHK Retirement Partners unique is our team-based approach to servicing...
Court Denies Filing of New Complaint Against Voya Over Advice Services
The lawsuit claimed Voya Financial and Voya Retirement Advisors (VRA) engaged in prohibited transactions in violation of ERISA through a service arrangement with Financial Engines.
2018 RPAY – LHD Retirement
PA: Tell us about your practice and how you and your team members got into advising retirement plans.We built LHD Retirement on the tenets of confident solutions, clear...
2018 RPAY – Greenspring Advisors
PA: Tell us about your practice and how you and your team members got into advising retirement plans. Greenspring was originally founded as a pure, fee-only registered investment adviser...
2018 RPAY – Graystone Consulting | Cincinnati, Morgan Stanley Wealth Management
PA: Tell us about your practice and how you and your team members got into advising retirement plans.Our group consists of eight dedicated financial professionals who work tirelessly...
2018 RPAY – Christopher D. Kulick, Jr.
PA: What have you done in the past year to improve participants’ retirement readiness?Improving the retirement readiness of my clients’ employees is a collaborative process, partnering with the...
2018 RPAY – David Griffin
PA: Tell us about your practice and how you and your team members got into advising retirement plans.I started Atlanta Retirement Partners (ARP) a little over five years...
2018 RPAY – Joe Brummel
PA: Tell us about your practice and how you and your team members got into advising retirement plans.Wealth Enhancement Group was founded in 1997 by three advisers with...
Many Americans Would Forego Social Security Payments for Student Loan Debt Forgiveness
The Student Security Act of 2017 would grant $550 in student loan forgiveness for each month a student debtor was willing to raise his or her full retirement...
Washington Financial Group Adds Educational Content to Website
WFG's website offers information on upcoming educational events, infographics, webinars and newsletters addressing key topics centered around retirement plans and wealth management.