April 13th, 2011
UBS Investment Bank is introducing a Securities Research app compatible with iPhone, iPad and iPod Touch devices.
Data & Research
November 15th, 2010
Relying on a financial adviser outside the plan was the preference for 37.5% of the roughly 6,000 plan sponsor respondents to annual Defined Contribution Services Survey. PLANSPONSOR’s
May 12th, 2010
Nationwide Financial is hosting a conference call Monday to help retirement plan advisers get ahead of upcoming retirement plan regulation and legislative changes, such as fee disclosure.
April 12th, 2010
401(k) Rekon announced three one-day symposiums targeting retirement plan advisers who spend less than 50% of their time managing retirement plans.
April 1st, 2010
401(k) Rekon, a recently launched research provider for retirement plan advisers, is hosting its first symposium.
October 27th, 2009
Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online.
July 9th, 2009
In an effort to grow in the mid-market space, ING's U.S. Retirement Services operations launched a series of educational roundtable discussions for mid-market retirement plan consultants and registered investment advisers (RIAs), the company said.
May 12th, 2009
Prudential is hosting a free Webinar to help financial planners manage investor concerns about the impact of the recent stock market meltdown on their retirement portfolios.
April 15th, 2009
DWS Investments launched new and enhanced educational tools about structured products, designed to meet the educational needs of both financial advisers and individual investors.
April 14th, 2009
Retirement Plan Advisory Group (RPAG), an affiliate of 401(k) Advisors, announced the launch of its latest offering for adviser members.
February 20th, 2009
The American Society of Pension Professionals&Actuaries (ASPPA) has begun offering education, including a new credential and certificate program, for professionals who specialize in the tax-exempt and governmental retirement plan market.
February 3rd, 2009
The Chartered Financial Consultant (ChFC) designation will require a total of nine college-level courses for students starting the program on or after October 1, 2009.
January 17th, 2009
The U.S. Small Business Administration is offering entrepreneurs free online training and other resources to assist them in more effectively managing their firms in the current economy.
January 12th, 2009
Advisor Products, Inc., which makes Web sites, client newsletters, and brochures for financial advisers, is offering free series of Webinars about the financial crisis for advisers.
Evaluating the process and payoff
September 28th, 2007
Were you there? What did you miss?