Tag: Partnerships

Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.

Their practice management programs also help attract and retain advisers.

Establishing scholarship funds and more carefully considering the benefits of diversity in the hiring processes are just a few of the ways an increasing number of firms say...

The motivation is growth, particularly boosting assets and revenues, expertise and clients, and ensuring that a succession plan is in place.

A deep dive into how sponsors are benchmarking their plans—and the results.

The new releases from the firm include Riskalyze Premier, a “next-generation autopilot platform,” and a series of eight Risk Number Models to guide client portfolios. 

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...

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.