Tag: Partnerships
RIAs Need to Focus on Efficiencies to Drive Growth
After explosive profits in 2014, they declined sharply in 2015.
Retirement Industry People Moves
Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.
Nationwide Offers Advisers Small Plan Investment Fiduciary Services
Advisers can help small employers minimize investment fiduciary risk through LPL's 3(38) Small Market Solution service.
research
2016 PLANADVISER Recordkeeper Services Guide
Scaling the Facts: Understanding adviser-sold recordkeepers
micro scope
Servicing Micro Plans
While advisers’ skills are much needed, can the business be profitable?
Morningstar Partners with ARA on Fiduciary Standards Program
The partnership is aimed at developing a program that “sets a new standard in fiduciary education and best practices.”
Advicent Launches ‘Narrator’ and Advice Tools
The new adviser support tools from Advicent are aimed at helping firms respond to the Department of Labor’s fiduciary rulemaking.
Retirement Industry People Moves
Beaumont Capital Management hired director of Quantitative Research, and Ellen Lander’s advisory firm joined Global Retirement Partners.
Deloitte Acquires Casey Quirk
The asset management consultancy will now be known as Casey Quirk by Deloitte.
Spectrum to Acquire Plan Sponsor Services
Plan Sponsor Services will retain its trade name.
Advisor Group Adopts Envestnet Retirement Solutions Platform
The Envestnet platform is now part of Advisor Group’s comprehensive offering for financial professionals serving the retirement plans marketplace.
NFP Acquires ERISA Fiduciary Advisors
Joining forces will expand the services and scope of both firms, executives say.
Fidelity and United Capital Team to Fight Commoditization
Fidelity Clearing and Custody Solutions is partnering with United Capital to help firms “drive growth by managing their clients’ moments of truth.”
Cogent Reports Sees Shift in Provider-to-Adviser Communication
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...
Being a Millennial Financial Adviser
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...
Retirement Plan Providers Come Together for Fiduciary Rule Response
A new partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants is aimed at helping advisers streamline fiduciary, recordkeeping and compliance services through one scalable platform.
