IRAs Comprise Half of Adviser Revenues
Nearly half of the average financial adviser’s book of business is made up of individual retirement accounts (IRAs), says investment analytics firm Cerulli Associates.
Tag: Costs
The Next "Best Thing" in Plan Offerings?
Over the past couple of weeks, two retirement
industry providers have introduced offerings they purport to be the next trend
in the evolution of retirement plan offerings.
Securian Issues Free Fee Report
Financial services corporation Securian Retirement unveiled a no-cost fee benchmarking service.
Delegating/outsourcing: When does it make sense?
It can make good sense for an adviser to share plan responsibilities when it is likely to lead to improved outcomes or reduced costs.
PANC 2013: Happy Together?
Panelists discuss the best way to leverage partnerships to bring more profitability to your practice.
Tracking Time
Do you track your time? Like good economists, we can argue this question from both sides of our mouths. Where do you stand?
How Do You Expect Me to Pay for That?
Non-profit does not mean there is no revenue to be generated from this
market.
‘Disruption’ Could Get Advisers Back in Sync
Advisers might want to take a look under the hood to see
what’s causing private investors to think it is better to go it alone.
A Top 10 Trends for Wealth Management
Change will continue to dominate business practices
in the sixth year since the financial crisis,
according to a report from Aite Group.
How to Spot Hidden Provider Costs
Plan
sponsors can avoid paying hidden provider costs by asking detailed questions.
LPL Raises Broker Fees—Again
Broker/dealers in the LPL Financial LLC network will pay an
extra $250 annually in fees for errors and omissions (E&O) insurance.
GAO Looks at Risk-Aligned PBGC Premiums
Moving to
a more risk-based system would shift Pension Benefit Guaranty Corporation
(PBGC) premium costs among sponsors.
Health Care Costs Are Key Topic
Discussing health care costs in retirement is new
for many advisers, and few say they have the knowledge and resources to do it
well.
Paper Offers Best Practices for RK Search
Arnerich
Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”
PANC 2012: Money Talks
Pricing raises myriad issues, including type of compensation model, what services are factored in, and if similarly sized plans might call for different fees.
FSI to SEC: Fee Hikes Would Shaft ‘Main Street America’
FINRA’s proposed fee hikes for new applications and branch
office registrations would force many independent broker/dealers (IDBs) out of
business, the Financial Services Institute (FSI) said.
Employers Shift to Employee-Controlled Benefits
Because
of the economy and recent employment-related legislation, many employers have
shifted to benefits that place primary responsibility and control on employees,
a survey found.
Integrating Technology Can Improve Operational Efficiency
Outsourced technology integration can boost productivity and efficiency for RIAs by up to 30%, according to NFP Advisor Services Group.
PANC 2011: The Commoditization of the Retirement Plan Adviser
With fee disclosure rules leading many to predict fee compression for advisers, how can you justify charging more than the average? What does it take to become “the premium retirement plan adviser”?
Pershing Study Encourages Asset Consolidation
Pershing LLC, a BNY Mellon company, has published a study arguing that asset consolidation can potentially double profitability, boost productivity, and advance client relationships.