Data shows many small business owners continue to work later in life, making them ripe targets for retirement advice and deep support with succession planning and wealth transitions.
Advisers recommend an average of just 2.2 plan providers to prospective clients, a new report suggests.
The affiliation will give Wells Fargo a platform to help investors build, implement and rebalance tailored portfolios online based on responses to investing questionnaires.
A new study finds that just 11% of Millennial retirement plan participants feel comfortable managing their investments themselves—yet many in the generation hesitate to pursue advice.
The Web-based platform by InHub will allow PSC clients to digitize the RFP process in addition to accessing other online features.
Digging into investment prospectuses and market data is only a part of what financial advisers do for retirement plan clients; perhaps it’s time to rethink what they call themselves?
Enterprise-level adviser technology providers are just fine with winning new business behind the scenes; two industry executives explain why “traditional advisory firms” should embrace them.
After explosive profits in 2014, they declined sharply in 2015.
Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.
Advisers can help small employers minimize investment fiduciary risk through LPL's 3(38) Small Market Solution service.
The partnership is aimed at developing a program that “sets a new standard in fiduciary education and best practices.”
The new adviser support tools from Advicent are aimed at helping firms respond to the Department of Labor’s fiduciary rulemaking.
Beaumont Capital Management hired director of Quantitative Research, and Ellen Lander’s advisory firm joined Global Retirement Partners.
The asset management consultancy will now be known as Casey Quirk by Deloitte.
Plan Sponsor Services will retain its trade name.
The Envestnet platform is now part of Advisor Group’s comprehensive offering for financial professionals serving the retirement plans marketplace.
Joining forces will expand the services and scope of both firms, executives say.
Fidelity Clearing and Custody Solutions is partnering with United Capital to help firms “drive growth by managing their clients’ moments of truth.”
Reflecting the change in their own clients’ expectations, more financial advisers say they prefer to receive general thought leadership and market commentary from service provider partners, in lieu of more product-specific updates.
If a client at age 65 is hesitant to work with an adviser who is much younger than they are, what’s going to happen in 10 years? Or 20 years?