The LIFT University program encourages women in college to learn about the financial adviser profession, connecting them with experienced mentors and recruiting opportunities.
With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.
Once again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. The deadline has been extended through the end of the day.
According to the firm, the new suite of service offerings and tools will assist advisers across Ladenburg’s independent advisory and brokerage subsidiaries in achieving their strategic business goals through practice acquisitions and the development of continuity plans.
Plan participants in the 50 and up age group are thinking about the transition to retirement because it is on the horizon, while the younger age groups are more preoccupied with budgeting and managing debt.
At the end of the day there just aren’t all that many people working on retirement plans, so it is only natural that firms will compete for and trade talent.
Polling its members, the Investment Adviser Association finds broad optimism about business prospects in the year; many firms report plans to grow headcounts by up to 10%.
Milliman is still very much a mid-tier recordkeeping provider by scale, ranking 53rd in terms of the total number of plan served and 27th in total assets in custody; this week the firm is launching a new unified sales and service structure in a bid to boost growth and client satisfaction.
The firm is launching a new adviser support program featuring dedicated coaches and customized online tools to support firm growth and improve the client experience.
The underlying technology will be provided by Retirement Plan Advisory Group and delivered to advisers with the support of a centralized team of retirement specialist consultants.
New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander.
Bill Beardsley, head of Retirement Partners at LPL, gives his take on the firm’s decision to close the Worksite Financial Solutions program, and on his plans for lasting growth in the DC retirement space.
A new survey of advisers published by Schwab Independent Branch Services suggests client-facing staffers are “brimming with entrepreneurial drive,” and as a result they are increasingly drawn to independence.
Take a couple that is healthy and retiring today at age 65; the probability of at least one member of this couple living to age 75 is 97%, and to 90, nearly 50%.
Speaking to attendees of the 2018 DataDisrupt conference in New York, Morningstar’s first chief data officer reflected on the recent creation of his role and what it says about the future of financial services.
Independent advisory shop founder Joe Gordon talks about winning new plan business from brokers and bank advisers who are “seriously fumbling the discussion with clients about fees and fiduciary change.”