Private Capital Group to Provide Envestnet Technology Platform
The firm will be presenting the tool to its own network of advisers.
Tag: Partnerships
In Focus at DOL: Missing and Terminated Participants
Over the last few years, all three federal agencies that regulate retirement plans have been focusing on missing participants; advisers have a key role to play when it comes to helping clients ensure compliance.
Advicent Reveals NaviPlan Updates Tied to Tax Cuts and Jobs Act
Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they can afford to ignore the broad or specific implications of recent tax reforms for their clients.
Some See the Stars Aligning for a New Pension Protection Act
Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive positive change in 2018; might a “new” Pension Protection Act be on the horizon?
Schwab OpenView Adds Riskalyze and Autopilot Platforms
The collaboration of Riskalyze and Charles Schwab will ease
an adviser’s workflow challenges and allow for greater efficiency, says Kyle
Van Pelt, vice president of partnerships at Riskalyze.
Lawton Retirement Joins Firms Making Diversity Push
The firm is partnering with bilingual education expert
Rebecca Heaton Juarez to deliver broader-based financial wellness and
participant educational services in multiple languages.
RIA M&As Increased 23% in the Third Quarter, ECHELON Reports
Mergers and acquisitions in the RIA industry are setting new records for the fifth consecutive year.
Less Than 6 in 10 Gen X and Gen Y Millionaires Work With an Adviser
But among the 58% of these investors who do, expectations run high.
PANC 2017: Team Structures
How to best serve your clients and know when to grow your practice.
PANC 2017: Benchmarking Your Advisory Services for Clients
With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say.
PANC 2017: Plan Sponsor Confidential
Two winners of 2017 Plan Sponsor of the Year awards reveal how their adviser helped move the dial on their plans.
Orion Announces Two New Offerings for Advisers
The firm has launched a prospect portal and now offers a depository for financial, legal and personal documents.
Firms Carrying CAPTRUST Brand Reunite After 20 Years
Two decades ago the firms that were part of the same North
Carolina holding company parted ways; now industry pressures and opportunities of
scale have brought them together again.
Retirement Industry People Moves
Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.
Fiserv and Vestwell Announce Integration
The companies hope to enable financial advisers to access
retirement planning and wealth management tools on a single platform.
Shareholders Service Group Adopts Advicent Tech
The new partnership shows brokerage firms serving RIAs are committing to delivering new fiduciary-minded technologies, especially scalable personalized advice solutions.
RIA M&As Hit Record in First Quarter
There were 44 transactions in the first quarter, up 29% from 34 in the first quarter of 2016.
AmeriLife and AssetMark Align to Provide Investment Solutions
AssetMark will be offering investment strategies
and “fee only” products focused on holistic financial planning for investors.
Retirement Industry People Moves
Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.
B/Ds That Support Advisers Boost Adviser Productivity
Their practice management programs also help attract and retain advisers.