Graystone Consulting to Offer RiskFirst Investment Solution
The partnership is said to improve the integration of pension actuarial and liability analytics into Graystone Consulting’s investment advice.
Tag: Partnerships
Alliance Partners with iJoin for 401(k) and 403(b) Offering
Advisers can view information across all plans, compare plan performance against industry benchmarks and review individual plan or participant-level data.
TRA Partners with RLC on Adviser Support Suite
The alliance will allow advisers to have an ‘end-to-end’ process for retirement advice and design solutions.
DCIIA and SPARK Share High Hopes for 2020 Collaboration
The SPARK Institute and DCIIA will work together to accelerate the development of retirement plan industry technology, prevent cyberfraud and study the potential role of blockchain.
Advisers Giving Back: Innovest’s Culture of Compassion
Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition.
Practice Management
Products
Products
Compliance
Products
Products
Products
Practice Management
Data & Research
Practice Management
Practice Management
Client Service
A Once in a Lifetime Opportunity—With a Deadline
Finding the right partner can be critical, both to winning new business and keeping clients happy.
Alliance Benefit Group Will Distribute iJoin Suite
The solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.
Private Capital Group to Provide Envestnet Technology Platform
The firm will be presenting the tool to its own network of advisers.
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.
Practice Development
trendspotting
Deciding to Team Up
In spite of doubts or questions, sometimes only an 'M' or
'A' will do
Average Age of Advisers Ticks Down
... But succession plans are still needed