Strategic Partnership Offers Adviser Education
Retirement plan industry training from a partnership of firms and industry organizations is intended to help advisers maintain and grow their retirement plan practice.
Tag: Designations
It’s People, Not Products, for Finance Students
Relationships trump product development; soft skills trump hard ones; and self-motivation is key, said Texas Tech students in a Schwab survey.
Matrix Financial Releases ERISA Practice Guide
In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.
NFP, CEFEX in Strategic Relationship
National Financial Partners Corp. said it would begin providing resources for advisers to gain certification from the Centre for Fiduciary Excellence (CEFEX).
CFP Board Chair to Step Down
Alan Goldfarb, chairman of the board for the Certified Financial Planner Board of Standards, resigned his post effective immediately.
TRUSTIVO Adds Dalbar’s Verified Expert Status to Network
TRUSTIVO announced it would add the Verified Expert program for advisers from Dalbar to its referral network.
Standard Retirement Welcomes Back Keys as Relationship Manager
Lisa Keys was appointed relationship manager for the Dallas Retirement Plans office of Standard Retirement Services Inc.
Advisers Say They Need Broader Education on Retirement Income Planning
A majority of advisers (93%) surveyed said they felt the need for more education on retirement income planning.
Commonwealth Offers Advisers Broadridge Solution
Commonwealth Financial Network has partnered with Broadridge Financial Solutions to offer its advisers access to Broadridge’s Forefield applications.
intro
Team Building
Whether in your affiliation, preferred provider relationships, or participant education, with whom you choose to do business matters
Dabbling Out, Specializing In for MSSB Retirement Plan Advisers
As the defined contribution (DC) arena becomes more complex and competitive for financial advisers, Morgan Stanley Smith Barney (MSSB) is focusing its efforts on a lineup of retirement...
BofA Merrill Introduces Retirement Plan Adviser Designation
Bank of America Merrill Lynch is rolling out internal designation programs for financial advisers specializing in the sales and servicing of corporate defined contribution plans.
FPA Names Kurtz as President-Elect
The Financial Planning Association (FPA) announced Martin Kurtz will serve as president-elect next year.
IMHO: Looking Class
Next week PLANSPONSOR and PLANADVISER will open nominations for our Retirement Plan Adviser of the Year awards.
ASPPA, NTSAA Offer New Credential Program
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...