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...
Tag: Partnerships
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
Deciding to Team Up
In spite of doubts or questions, sometimes only an 'M' or 'A' will do
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...
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.